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.9+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $2,401,042 |
Filed as: FIDELITY INV. INST. OPS. CO. LLC Service code 13 · EIN 04-2647786 | Contract Administrator | $1,606,050 |
KPMG LLP8 years Service code 10 · EIN 13-5565207 | Accounting | $247,470 |
AON CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $157,089 |
JENNER & BLOCK LLP3 years Service code 29 · EIN 36-2192554 | Legal | $145,441 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $94,793 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $23,350 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $18,883 |
WEALTH MANAGEMENT SYSTEMS INC9+ 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 | $185,205 | $178,759+3.6% | $102,460+80.8% | $106,553+73.8% |
| Participation rate | 97.1% | 91.3%+5.8pp | 76.5%+20.6pp | 69.8%+27.3pp |
| Annual return | 13.57% | 17.23%-3.7pp | 29.47%-15.9pp | 17.37%-3.8pp |
| Employer contribution / active EE | $6,224 | $5,750+8.2% | $3,025+105.7% | $3,359+85.3% |
| Participant deferral / active EE | $9,445 | $9,466-0.2% | $5,056+86.8% | $5,562+69.8% |
| Admin fee / account holder | $70 | $62+12.9% | $9,460-99.3% | $80-11.9% |