Filed June 16, 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.
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $2,017,992 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING, I Service code 16 · EIN 36-3109431 | Consulting | $81,225 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS LLC DBA Service code 33 · EIN 13-4087611 | Securities brokerage commissions and ... | $45,617 |
K&L GATES1 year Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $8,658 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4,001 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $56,082 | $49,270+13.8% | $156,551-64.2% | $329,111-83.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 84.0%+16.0pp | 67.9%+32.1pp |
| Annual return | 7.39% | 23.25%-15.9pp | 32.23%-24.8pp | 16.35%-9.0pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $7,115 | $2,920+143.7% | $4,871+46.1% | $3,682+93.2% |
| Admin fee / account holder | $78 | $51+54.0% | $13,028-99.4% | $754-89.7% |