Filed January 29, 2006 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 14 · EIN 04-2647786 | Plan Administrator | $1,492,380 |
COHNREZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $16,250 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 16 · EIN 23-1159360 | Consulting | $485 |
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 | $212,978 | $158,120+34.7% | $68,509+210.9% | $69,651+205.8% |
| Participation rate | 97.1% | 88.0%+9.1pp | 74.7%+22.4pp | 66.6%+30.6pp |
| Annual return | 0.42% | 3.41%-3.0pp | 8.27%-7.9pp | 53.77%-53.4pp |
| Employer contribution / active EE | $10,080 | $5,427+85.7% | $2,278+342.5% | $2,241+349.9% |
| Participant deferral / active EE | $10,265 | $7,897+30.0% | $3,382+203.5% | $3,635+182.4% |
| Admin fee / account holder | $179 | $74+143.7% | $5,275-96.6% | $63+183.8% |