Filed December 7, 2006 (most recent of 2 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 CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $502,525 |
HOLLAND & KNIGHT5 years Filed as: HOLLAND AND KNIGHT Service code 29 · EIN 59-0663819 | Legal | $105,488 |
Service code 16 · EIN 53-0181291 | Consulting | $30,000 |
MILLER ZINN1 year Service code 49 · EIN 27-1234956 | Other Services | $16,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,006 | $178,759+6.9% | $102,460+86.4% | $106,553+79.3% |
| Participation rate | 97.0% | 91.3%+5.8pp | 76.5%+20.5pp | 69.8%+27.2pp |
| Annual return | 14.00% | 17.23%-3.2pp | 29.47%-15.5pp | 17.37%-3.4pp |
| Employer contribution / active EE | $7,004 | $5,750+21.8% | $3,025+131.5% | $3,359+108.5% |
| Participant deferral / active EE | $10,960 | $9,466+15.8% | $5,056+116.8% | $5,562+97.0% |
| Admin fee / account holder | $21 | $62-65.6% | $9,460-99.8% | $80-73.1% |