Filed August 29, 2006 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $474,727 |
WALLACH & ASSOCIATES1 year Service code 49 · EIN 22-3348744 | Other Services | $50,740 |
AON CONSULTING1 year Filed as: AON - STROZ FRIEDBERG Service code 16 · EIN 13-4103664 | Consulting | $46,515 |
RUSSELL TRUST COMPANY10+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1116938 | Investment Management | $41,980 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $190,749 | $153,784+24.0% | $105,607+80.6% | $99,314+92.1% |
| Participation rate | 93.3% | 92.3%+1.0pp | 75.3%+18.0pp | 71.7%+21.6pp |
| Annual return | 12.27% | 14.98%-2.7pp | 116.11%-103.8pp | 17.67%-5.4pp |
| Employer contribution / active EE | $8,101 | $5,293+53.1% | $3,167+155.8% | $3,264+148.2% |
| Participant deferral / active EE | $9,930 | $8,286+19.8% | $5,011+98.2% | $5,346+85.8% |
| Admin fee / account holder | $55 | $77-28.4% | $10,958-99.5% | $109-49.3% |