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. LLC Service code 13 · EIN 04-2647786 | Contract Administrator | $2,329,352 |
STRATEGIC ADVISORS, INC.7+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $1,554,523 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $146,184 |
KPMG LLP6 years Service code 10 · EIN 13-5565207 | Accounting | $122,000 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $91,265 |
JENNER & BLOCK LLP1 year Service code 29 · EIN 36-2192554 | Legal | $29,738 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $11,197 |
WEALTH MANAGEMENT SYSTEMS INC7+ 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 | $160,437 | $138,331+16.0% | $86,717+85.0% | $89,433+79.4% |
| Participation rate | 89.2% | 88.9%+0.3pp | 76.6%+12.6pp | 71.3%+17.9pp |
| Annual return | -1.08% | -11.72%+10.6pp | 35.97%-37.1pp | -11.88%+10.8pp |
| Employer contribution / active EE | $4,671 | $4,812-2.9% | $2,837+64.6% | $3,021+54.6% |
| Participant deferral / active EE | $7,414 | $8,027-7.6% | $4,657+59.2% | $5,125+44.7% |
| Admin fee / account holder | $71 | $64+11.4% | $7,494-99.0% | $79-10.0% |