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 | $1,942,976 |
STRATEGIC ADVISORS, INC.5+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $1,371,733 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $176,146 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $165,242 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $120,000 |
MERCER1 year Filed as: MERCER US INC. Service code 17 · EIN 13-2834414 | Pension Consulting | $19,098 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $17,626 |
WEALTH MANAGEMENT SYSTEMS INC5+ years Filed as: WEALTH MANAGEMENT SYSTEMS, INC. Service code 49 · EIN 22-3734996 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $182,011 | $164,350+10.7% | $95,968+89.7% | $106,273+71.3% |
| Participation rate | 96.9% | 90.5%+6.5pp | 77.1%+19.8pp | 70.8%+26.1pp |
| Annual return | 10.07% | 14.56%-4.5pp | 91.65%-81.6pp | 21.70%-11.6pp |
| Employer contribution / active EE | $5,754 | $4,292+34.1% | $2,542+126.4% | $2,722+111.3% |
| Participant deferral / active EE | $9,150 | $7,854+16.5% | $4,167+119.6% | $4,601+98.9% |
| Admin fee / account holder | $85 | $65+29.5% | $6,798-98.8% | $78+8.2% |