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.8+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $2,006,324 |
Filed as: FIDELITY INV. INST. OPS. CO. LLC Service code 13 · EIN 04-2647786 | Contract Administrator | $1,008,114 |
KPMG LLP7 years Service code 10 · EIN 13-5565207 | Accounting | $239,844 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $188,710 |
AON CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $134,719 |
JENNER & BLOCK LLP2 years Service code 29 · EIN 36-2192554 | Legal | $102,491 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $28,535 |
WEALTH MANAGEMENT SYSTEMS INC8+ 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 | $176,121 | $161,802+8.8% | $96,564+82.4% | $96,393+82.7% |
| Participation rate | 95.9% | 92.5%+3.5pp | 76.0%+20.0pp | 71.3%+24.7pp |
| Annual return | 17.63% | 18.41%-0.8pp | 25.89%-8.3pp | 22.88%-5.2pp |
| Employer contribution / active EE | $5,844 | $5,381+8.6% | $2,967+97.0% | $3,239+80.5% |
| Participant deferral / active EE | $8,963 | $8,927+0.4% | $4,852+84.7% | $5,455+64.3% |
| Admin fee / account holder | $58 | $61-4.0% | $8,256-99.3% | $74-20.8% |