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 | $1,665,318 |
STRATEGIC ADVISORS, INC.4+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $1,415,179 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $185,950 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $157,679 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $110,108 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $11,624 |
DIGITAL DOCUMENTS, LLC2 years Service code 50 · EIN 54-2042401 | Direct Payment | $10,390 |
WEALTH MANAGEMENT SYSTEMS INC4+ 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 | $170,373 | $143,368+18.8% | $87,102+95.6% | $89,609+90.1% |
| Participation rate | 97.2% | 88.2%+8.9pp | 76.9%+20.3pp | 69.6%+27.6pp |
| Annual return | 305.52% | 28.55%+277.0pp | 28.19%+277.3pp | 33.65%+271.9pp |
| Employer contribution / active EE | $5,487 | $4,012+36.8% | $2,521+117.6% | $2,584+112.3% |
| Participant deferral / active EE | $8,396 | $7,129+17.8% | $4,048+107.4% | $4,222+98.9% |
| Admin fee / account holder | $79 | $61+29.9% | $7,493-98.9% | $72+10.3% |