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 CO3+ years Service code 14 · EIN 04-2647786 | Plan Administrator | $1,394,516 |
COHNREZNICK LLP3+ years Service code 10 · EIN 22-1478099 | Accounting | $17,250 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 16 · EIN 23-1159360 | Consulting | $3,304 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $262,952 | $187,373+40.3% | $91,004+188.9% | $80,976+224.7% |
| Participation rate | 96.7% | 87.5%+9.2pp | 75.6%+21.1pp | 68.3%+28.4pp |
| Annual return | 18.02% | 16.95%+1.1pp | 4.60%+13.4pp | 22.91%-4.9pp |
| Employer contribution / active EE | $11,464 | $5,838+96.4% | $2,456+366.8% | $2,402+377.2% |
| Participant deferral / active EE | $11,128 | $8,375+32.9% | $3,548+213.7% | $3,848+189.2% |
| Admin fee / account holder | $165 | $91+80.8% | $5,417-97.0% | $67+144.9% |