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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $646,981 |
RUSSELL TRUST COMPANY4+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175092 | Investment Management | $75,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $32,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,104 | $106,649+30.4% | $80,022+73.8% | $68,904+101.9% |
| Participation rate | 92.8% | 88.1%+4.7pp | 75.8%+17.0pp | 74.1%+18.7pp |
| Annual return | -4.62% | -0.87%-3.8pp | 11.22%-15.8pp | 1.07%-5.7pp |
| Employer contribution / active EE | $6,065 | $4,132+46.8% | $2,468+145.7% | $2,540+138.7% |
| Participant deferral / active EE | $6,873 | $6,395+7.5% | $3,686+86.5% | $4,015+71.2% |
| Admin fee / account holder | $64 | $58+10.6% | $6,521-99.0% | $71-9.9% |