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 CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,511,298 |
HOLLAND & KNIGHT4 years Filed as: HOLLAND AND KNIGHT Service code 29 · EIN 59-0663819 | Legal | $69,926 |
Filed as: STOUT RISIUS ROSS, LLC Service code 16 · EIN 38-3003685 | Consulting | $66,175 |
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 | $169,912 | $161,802+5.0% | $96,564+76.0% | $96,393+76.3% |
| Participation rate | 97.3% | 92.5%+4.9pp | 76.0%+21.4pp | 71.3%+26.1pp |
| Annual return | 17.66% | 18.41%-0.8pp | 25.89%-8.2pp | 22.88%-5.2pp |
| Employer contribution / active EE | $6,308 | $5,381+17.2% | $2,967+112.6% | $3,239+94.8% |
| Participant deferral / active EE | $10,652 | $8,927+19.3% | $4,852+119.6% | $5,455+95.3% |
| Admin fee / account holder | $52 | $61-14.2% | $8,256-99.4% | $74-29.3% |