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 | $1,245,420 |
STRATEGIC ADVISORS, INC.5+ years Filed as: STRATEGIC ADVISERS, INC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $424,164 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $143,405 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $130,000 |
Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $55,317 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $38,374 |
JENNER & BLOCK LLP1 year Service code 29 · EIN 36-2192554 | Legal | $27,227 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $25,500 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $16,009 |
MERCER1 year Filed as: MERCER US INC. Service code 17 · EIN 13-2834414 | Pension Consulting | $8,554 |
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 | $103,730 | $164,350-36.9% | $95,968+8.1% | $106,273-2.4% |
| Participation rate | 95.3% | 90.5%+4.8pp | 77.1%+18.2pp | 70.8%+24.5pp |
| Annual return | 14.42% | 14.56%-0.1pp | 91.65%-77.2pp | 21.70%-7.3pp |
| Employer contribution / active EE | $3,345 | $4,292-22.1% | $2,542+31.6% | $2,722+22.9% |
| Participant deferral / active EE | $8,085 | $7,854+2.9% | $4,167+94.0% | $4,601+75.7% |
| Admin fee / account holder | $57 | $65-12.8% | $6,798-99.2% | $78-27.2% |