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 | $464,043 |
STRATEGIC ADVISORS, INC.2+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $239,238 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $100,000 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE TRUST COMPANY, N.A. Service code 28 · EIN 26-4691954 | Investment Management | $45,588 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $34,480 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $18,820 |
WEALTH MANAGEMENT SYSTEMS INC2+ 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 | $135,616 | $136,209-0.4% | $82,312+64.8% | $80,976+67.5% |
| Participation rate | 97.7% | 88.0%+9.7pp | 76.9%+20.8pp | 68.3%+29.5pp |
| Annual return | 27.05% | 21.54%+5.5pp | 25.88%+1.2pp | 22.91%+4.1pp |
| Employer contribution / active EE | $4,804 | $3,633+32.2% | $2,428+97.8% | $2,402+100.0% |
| Participant deferral / active EE | $7,048 | $6,693+5.3% | $3,706+90.2% | $3,848+83.2% |
| Admin fee / account holder | $71 | $62+14.2% | $5,608-98.7% | $67+5.2% |