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 CO2+ years Service code 10 · EIN 04-2647786 | Accounting | $300,432 |
AON CONSULTING2+ years Filed as: AON HEWITT INV CONSULTING, INC. Service code 16 · EIN 36-3109431 | Consulting | $110,376 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $45,000 |
BARNES & THORNBURG LLP2+ years Service code 29 · EIN 35-0900596 | Legal | $7,425 |
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 | $201,492 | $91,420+120.4% | $57,196+252.3% | $65,292+208.6% |
| Participation rate | 43.1% | 72.6%-29.5pp | 75.3%-32.2pp | 72.4%-29.3pp |
| Annual return | 7.57% | 7.55%0pp | 14.59%-7.0pp | 11.84%-4.3pp |
| Employer contribution / active EE | $3,335 | $3,776-11.7% | $2,683+24.3% | $2,302+44.9% |
| Participant deferral / active EE | $3,337 | $3,512-5.0% | $3,096+7.8% | $3,579-6.7% |
| Admin fee / account holder | $65 | $22+196.8% | $3,141-97.9% | $57+12.8% |