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 CO3+ years Service code 10 · EIN 04-2647786 | Accounting | $262,100 |
AON CONSULTING3+ years Filed as: AON HEWITT INV CONSULTING, INC. Service code 16 · EIN 36-3109431 | Consulting | $111,231 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $40,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $220,673 | $98,180+124.8% | $63,018+250.2% | $177,276+24.5% |
| Participation rate | 45.4% | 75.3%-29.9pp | 74.8%-29.4pp | 74.8%-29.4pp |
| Annual return | 15.09% | 16.81%-1.7pp | 87.63%-72.5pp | 21.25%-6.2pp |
| Employer contribution / active EE | $3,405 | $3,885-12.4% | $2,761+23.3% | $2,479+37.3% |
| Participant deferral / active EE | $3,448 | $3,805-9.4% | $3,330+3.6% | $3,881-11.1% |
| Admin fee / account holder | $55 | $31+75.5% | $3,601-98.5% | $154-64.5% |