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 CO4+ years Service code 10 · EIN 04-2647786 | Accounting | $294,830 |
AON CONSULTING1 year Filed as: AON HEWITT INVST CONSULTING, INC. Service code 16 · EIN 36-3109431 | Consulting | $114,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $194,667 | $91,937+111.7% | $59,899+225.0% | $68,904+182.5% |
| Participation rate | 50.1% | 74.4%-24.3pp | 74.7%-24.6pp | 74.1%-24.0pp |
| Annual return | -3.22% | -3.10%-0.1pp | 3.46%-6.7pp | 1.07%-4.3pp |
| Employer contribution / active EE | $3,841 | $4,347-11.6% | $2,723+41.0% | $2,540+51.2% |
| Participant deferral / active EE | $3,885 | $3,817+1.8% | $3,403+14.2% | $4,015-3.2% |
| Admin fee / account holder | $49 | $27+83.3% | $3,592-98.6% | $71-31.3% |