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.
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $1,745,644 |
HOLLAND & KNIGHT1 year Filed as: HOLLAND AND KNIGHT Service code 29 · EIN 59-0663819 | Legal | $221,096 |
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 | $166,410 | $164,350+1.3% | $95,956+73.4% | $106,222+56.7% |
| Participation rate | 95.6% | 90.5%+5.2pp | 77.1%+18.6pp | 70.8%+24.8pp |
| Annual return | 12.65% | 14.56%-1.9pp | 91.63%-79.0pp | 21.69%-9.0pp |
| Employer contribution / active EE | $2,900 | $4,292-32.4% | $2,541+14.1% | $2,723+6.5% |
| Participant deferral / active EE | $8,406 | $7,854+7.0% | $4,167+101.8% | $4,600+82.7% |
| Admin fee / account holder | $66 | $65+0.1% | $6,797-99.0% | $78-16.4% |