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 CO1+ years Service code 10 · EIN 04-2647786 | Accounting | $122,437 |
AON CONSULTING1+ years Filed as: AON HEWITT INV CONSULTING, INC. Service code 16 · EIN 36-3109431 | Consulting | $106,967 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $40,000 |
BARNES & THORNBURG LLP1+ years Service code 29 · EIN 35-0900596 | Legal | $16,366 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $192,501 | $78,181+146.2% | $57,357+235.6% | $67,505+185.2% |
| Participation rate | 42.9% | 76.6%-33.6pp | 75.1%-32.1pp | 71.2%-28.3pp |
| Annual return | 1.98% | 2.76%-0.8pp | 24.41%-22.4pp | 6.52%-4.5pp |
| Employer contribution / active EE | $3,169 | $3,924-19.2% | $2,689+17.9% | $2,173+45.9% |
| Participant deferral / active EE | $3,156 | $3,501-9.8% | $3,162-0.2% | $3,597-12.2% |
| Admin fee / account holder | $40 | $27+49.7% | $3,357-98.8% | $56-29.3% |