Filed August 11, 2006
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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-2647786 | Plan Administrator | $72,724 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $32,000 |
G R REID ASSOCIATES, LLP1 year Filed as: REID CPAS, LLP Service code 10 · EIN 20-3704273 | Accounting | $10,000 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,487 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,839 | $88,890-37.2% | $102,423-45.5% | $77,643-28.1% |
| Participation rate | 85.8% | 80.9%+4.9pp | 76.5%+9.4pp | 70.6%+15.3pp |
| Annual return | 12.60% | 24.98%-12.4pp | 29.32%-16.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,146 | $2,698-57.5% | $3,023-62.1% | $2,726-58.0% |
| Participant deferral / active EE | $4,394 | $5,145-14.6% | $5,053-13.0% | $4,647-5.4% |
| Admin fee / account holder | $215 | $235-8.6% | $9,451-97.7% | $430-50.0% |