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. LLC Service code 13 · EIN 04-2647786 | Contract Administrator | $1,350,586 |
STRATEGIC ADVISORS, INC.6+ years Filed as: STRATEGIC ADVISERS, INC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $537,526 |
KPMG LLP5 years Service code 10 · EIN 13-5565207 | Accounting | $130,000 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $125,525 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $16,732 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $12,387 |
JENNER & BLOCK LLP2 years Service code 29 · EIN 36-2192554 | Legal | $8,993 |
WEALTH MANAGEMENT SYSTEMS INC6+ years Filed as: WEALTH MANAGEMENT SYSTEMS, INC. Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $114,862 | $171,796-33.1% | $111,319+3.2% | $106,520+7.8% |
| Participation rate | 95.3% | 88.6%+6.7pp | 77.3%+18.0pp | 71.3%+24.0pp |
| Annual return | 15.17% | 18.62%-3.4pp | 54.68%-39.5pp | 19.28%-4.1pp |
| Employer contribution / active EE | $3,475 | $4,687-25.9% | $2,732+27.2% | $2,840+22.4% |
| Participant deferral / active EE | $8,465 | $7,845+7.9% | $4,488+88.6% | $4,948+71.1% |
| Admin fee / account holder | $58 | $69-16.4% | $7,966-99.3% | $75-22.2% |