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 CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,455,647 |
HOLLAND & KNIGHT3 years Filed as: HOLLAND AND KNIGHT Service code 29 · EIN 59-0663819 | Legal | $404,345 |
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 | $141,807 | $138,331+2.5% | $86,717+63.5% | $89,433+58.6% |
| Participation rate | 95.7% | 88.9%+6.8pp | 76.6%+19.1pp | 71.3%+24.4pp |
| Annual return | -15.44% | -11.72%-3.7pp | 35.97%-51.4pp | -11.88%-3.6pp |
| Employer contribution / active EE | $5,676 | $4,812+18.0% | $2,837+100.1% | $3,021+87.9% |
| Participant deferral / active EE | $9,424 | $8,027+17.4% | $4,657+102.4% | $5,125+83.9% |
| Admin fee / account holder | $57 | $64-11.6% | $7,494-99.2% | $79-28.6% |