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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. LLC Service code 13 · EIN 04-2647786 | Contract Administrator | $1,625,717 |
STRATEGIC ADVISORS, INC.7+ years Filed as: STRATEGIC ADVISERS, INC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $526,734 |
KPMG LLP6 years Service code 10 · EIN 13-5565207 | Accounting | $132,000 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $95,019 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $38,213 |
JENNER & BLOCK LLP3 years Service code 29 · EIN 36-2192554 | Legal | $24,735 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $11,197 |
WEALTH MANAGEMENT SYSTEMS INC7+ years Filed as: WEALTH MANAGEMENT SYSTEMS, INC. Service code 49 · EIN 22-3734996 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,909 | $138,331+4.8% | $86,677+67.2% | $89,394+62.1% |
| Participation rate | 86.5% | 88.9%-2.4pp | 76.6%+9.9pp | 71.3%+15.2pp |
| Annual return | 48.99% | -11.72%+60.7pp | 35.91%+13.1pp | -11.89%+60.9pp |
| Employer contribution / active EE | $2,792 | $4,812-42.0% | $2,836-1.6% | $3,022-7.6% |
| Participant deferral / active EE | $6,937 | $8,027-13.6% | $4,656+49.0% | $5,123+35.4% |
| Admin fee / account holder | $56 | $64-13.1% | $7,493-99.3% | $79-29.9% |