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 CO4+ years Service code 14 · EIN 04-2647786 | Plan Administrator | $1,358,101 |
COHNREZNICK LLP4+ years Service code 10 · EIN 22-1478099 | Accounting | $18,000 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 16 · EIN 23-1159360 | Consulting | $2,567 |
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 | $238,300 | $173,253+37.5% | $80,022+197.8% | $73,367+224.8% |
| Participation rate | 96.6% | 88.8%+7.8pp | 75.8%+20.8pp | 69.5%+27.1pp |
| Annual return | -3.56% | -2.12%-1.4pp | 11.22%-14.8pp | 173.45%-177.0pp |
| Employer contribution / active EE | $11,052 | $6,338+74.4% | $2,468+347.8% | $2,499+342.3% |
| Participant deferral / active EE | $11,508 | $8,893+29.4% | $3,686+212.2% | $4,033+185.4% |
| Admin fee / account holder | $65 | $90-27.1% | $6,521-99.0% | $68-4.2% |