Filed August 3, 2006 (most recent of 7 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. Service code 13 · EIN 04-2647786 | Contract Administrator | $378,814 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISERS, INC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $164,641 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $100,000 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $37,572 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $19,025 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE TRUST COMPANY, N.A. Service code 28 · EIN 26-4691954 | Investment Management | $12,140 |
WEALTH MANAGEMENT SYSTEMS INC2+ years Filed as: WEALTH MANAGEMENT SYSTEMS, INC. Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,992 | $136,209-38.3% | $82,312+2.0% | $80,976+3.7% |
| Participation rate | 97.1% | 88.0%+9.1pp | 76.9%+20.2pp | 68.3%+28.9pp |
| Annual return | 198.85% | 21.54%+177.3pp | 25.88%+173.0pp | 22.91%+175.9pp |
| Employer contribution / active EE | $1,848 | $3,633-49.1% | $2,428-23.9% | $2,402-23.1% |
| Participant deferral / active EE | $4,704 | $6,693-29.7% | $3,706+26.9% | $3,848+22.2% |
| Admin fee / account holder | $44 | $62-30.0% | $5,608-99.2% | $67-35.5% |