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 CO5+ years Service code 10 · EIN 04-2647786 | Accounting | $292,783 |
AON CONSULTING2 years Filed as: AON HEWITT INVST CONSULTING, INC. Service code 16 · EIN 36-3109431 | Consulting | $110,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $216,313 | $121,004+78.8% | $69,480+211.3% | $89,609+141.4% |
| Participation rate | 48.9% | 66.9%-18.0pp | 74.6%-25.7pp | 69.6%-20.7pp |
| Annual return | 18.79% | 20.21%-1.4pp | 28.99%-10.2pp | 33.65%-14.9pp |
| Employer contribution / active EE | $3,821 | $5,335-28.4% | $2,780+37.5% | $2,584+47.9% |
| Participant deferral / active EE | $3,988 | $4,335-8.0% | $3,537+12.8% | $4,222-5.5% |
| Admin fee / account holder | $46 | $32+43.0% | $3,840-98.8% | $72-36.4% |