Filed August 4, 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 CO10+ years Service code 10 · EIN 04-2647786 | Accounting | $340,634 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $130,410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,267 | $145,906+83.2% | $67,560+295.6% | $106,553+150.8% |
| Participation rate | 54.7% | 67.1%-12.4pp | 72.9%-18.2pp | 69.8%-15.1pp |
| Annual return | 13.33% | 15.10%-1.8pp | 3533.50%-3520.2pp | 17.37%-4.0pp |
| Employer contribution / active EE | $5,411 | $6,028-10.2% | $2,737+97.7% | $3,359+61.1% |
| Participant deferral / active EE | $5,659 | $5,093+11.1% | $4,004+41.3% | $5,562+1.7% |
| Admin fee / account holder | $48 | $38+27.6% | $3,994-98.8% | $80-39.3% |