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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $2,459,200 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTING, I Service code 16 · EIN 36-3109431 | Consulting | $196,180 |
AYCO1 year Filed as: THE AYCO COMPANY L.P. Service code 16 · EIN 13-4019460 | Consulting | $102,049 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS LLC Service code 33 · EIN 13-4087611 | Securities brokerage; Securities brok... | $56,038 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,816 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $46,120 | $46,969-1.8% | $154,110-70.1% | $73,367-37.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 83.0%+17.0pp | 69.5%+30.5pp |
| Annual return | -4.58% | 821.68%-826.3pp | 735.22%-739.8pp | 173.45%-178.0pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $5,937 | $3,162+87.7% | $5,081+16.8% | $4,033+47.2% |
| Admin fee / account holder | $76 | $47+62.7% | $13,412-99.4% | $68+10.9% |