Filed August 1, 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 |
|---|---|---|
MCCREADY & KEENE INC.1 year Filed as: MCCREADY AND KEENE, INC. Service code 11 · EIN 35-0500670 | Actuarial | $118,875 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $111,015 |
Filed as: INSIGHT INVESTMENT Service code 27 · EIN 82-0983489 | Advisory (Plan) | $83,702 |
Service code 21 · EIN 31-1051736 | Bank Trustee | $65,272 |
ERNST & YOUNG LLP1 year Filed as: ERNST& YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $27,500 |
FUND DIRECT ADVISORS6 years Filed as: FUND EVALUATION GROUP LLC Service code 27 · EIN 01-0694771 | Advisory (Plan) | $25,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 1.15% | 9.21%-8.1pp | 8.34%-7.2pp | 8.76%-7.6pp |
| Employer contribution / active EE | $3,811 | $15,607-75.6% | $30,790-87.6% | $16,650-77.1% |
| Participant deferral / active EE | $0 | $2,645-100.0% | $252-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |