Filed January 11, 2006
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $349,034 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 26 · EIN 36-3109431 | Advisory (Participants) | $100,062 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $42,200 |
GETTRY MARCUS CPA, P.C.4 years Service code 10 · EIN 13-3418879 | Accounting | $37,381 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,207 |
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
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 | $190,370 | $48,166+295.2% | $96,583+97.1% | $93,010+104.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 69.8%+30.2pp | 73.9%+26.1pp |
| Annual return | 13.81% | 21.31%-7.5pp | 37.79%-24.0pp | 158.70%-144.9pp |
| Employer contribution / active EE | $6,955 | $1,070+550.2% | $2,357+195.0% | $2,705+157.1% |
| Participant deferral / active EE | $10,322 | $2,576+300.7% | $3,850+168.1% | $4,561+126.3% |
| Admin fee / account holder | $85 | $110-22.9% | $6,184-98.6% | $152-44.0% |