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.9+ years Filed as: STRATEGIC ADVISERS, INC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $1,014,920 |
Filed as: FIDELITY INV. INST. OPS. CO. LLC Service code 13 · EIN 04-2647786 | Contract Administrator | $923,967 |
KPMG LLP8 years Service code 10 · EIN 13-5565207 | Accounting | $181,845 |
JENNER & BLOCK LLP5 years Service code 29 · EIN 36-2192554 | Legal | $126,169 |
AON CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $87,252 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $69,118 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $18,869 |
MCCONNELL VALDES LLC2 years Service code 29 · EIN 66-0226027 | Legal | $9,728 |
WEALTH MANAGEMENT SYSTEMS INC9+ 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 | $181,353 | $178,759+1.5% | $102,460+77.0% | $106,553+70.2% |
| Participation rate | 94.4% | 91.3%+3.1pp | 76.5%+17.8pp | 69.8%+24.5pp |
| Annual return | 13.76% | 17.23%-3.5pp | 29.47%-15.7pp | 17.37%-3.6pp |
| Employer contribution / active EE | $4,510 | $5,750-21.6% | $3,025+49.1% | $3,359+34.3% |
| Participant deferral / active EE | $9,873 | $9,466+4.3% | $5,056+95.3% | $5,562+77.5% |
| Admin fee / account holder | $56 | $62-10.3% | $9,460-99.4% | $80-30.0% |