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.6+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $1,671,207 |
Filed as: FIDELITY INV. INST. OPS. CO. LLC Service code 13 · EIN 04-2647786 | Contract Administrator | $1,518,640 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $183,902 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $128,844 |
KPMG LLP5 years Service code 10 · EIN 13-5565207 | Accounting | $120,000 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $15,371 |
WEALTH MANAGEMENT SYSTEMS INC6+ 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 | $201,924 | $171,796+17.5% | $111,319+81.4% | $106,520+89.6% |
| Participation rate | 97.0% | 88.6%+8.4pp | 77.3%+19.6pp | 71.3%+25.6pp |
| Annual return | 22.90% | 18.62%+4.3pp | 54.68%-31.8pp | 19.28%+3.6pp |
| Employer contribution / active EE | $5,793 | $4,687+23.6% | $2,732+112.1% | $2,840+104.0% |
| Participant deferral / active EE | $9,260 | $7,845+18.0% | $4,488+106.3% | $4,948+87.1% |
| Admin fee / account holder | $74 | $69+7.4% | $7,966-99.1% | $750% |