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 CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,803,048 |
HOLLAND & KNIGHT2 years Filed as: HOLLAND AND KNIGHT Service code 29 · EIN 59-0663819 | Legal | $287,807 |
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 | $176,455 | $171,796+2.7% | $111,319+58.5% | $106,520+65.7% |
| Participation rate | 94.9% | 88.6%+6.3pp | 77.3%+17.6pp | 71.3%+23.6pp |
| Annual return | 14.51% | 18.62%-4.1pp | 54.68%-40.2pp | 19.28%-4.8pp |
| Employer contribution / active EE | $5,006 | $4,687+6.8% | $2,732+83.2% | $2,840+76.2% |
| Participant deferral / active EE | $8,768 | $7,845+11.8% | $4,488+95.4% | $4,948+77.2% |
| Admin fee / account holder | $66 | $69-4.8% | $7,966-99.2% | $75-11.4% |