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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Filed as: STRATEGIC ADVISERS, INC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $869,758 |
Filed as: FIDELITY INV. INST. OPS. CO. LLC Service code 13 · EIN 04-2647786 | Contract Administrator | $646,332 |
KPMG LLP7 years Service code 10 · EIN 13-5565207 | Accounting | $288,156 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $172,764 |
JENNER & BLOCK LLP4 years Service code 29 · EIN 36-2192554 | Legal | $104,390 |
AON CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $85,355 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $33,535 |
MCCONNELL VALDES LLC1 year Service code 29 · EIN 66-0226027 | Legal | $12,099 |
WEALTH MANAGEMENT SYSTEMS INC8+ 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 | $166,150 | $161,802+2.7% | $96,564+72.1% | $96,393+72.4% |
| Participation rate | 95.5% | 92.5%+3.1pp | 76.0%+19.5pp | 71.3%+24.2pp |
| Annual return | 16.86% | 18.41%-1.6pp | 25.89%-9.0pp | 22.88%-6.0pp |
| Employer contribution / active EE | $4,395 | $5,381-18.3% | $2,967+48.1% | $3,239+35.7% |
| Participant deferral / active EE | $9,620 | $8,927+7.8% | $4,852+98.3% | $5,455+76.4% |
| Admin fee / account holder | $51 | $61-17.0% | $8,256-99.4% | $74-31.6% |