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 CO6+ years Service code 10 · EIN 04-2647786 | Accounting | $301,155 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ENNISKNUPP, INC. Service code 16 · EIN 36-3109431 | Consulting | $117,267 |
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 | $235,644 | $113,699+107.3% | $70,492+234.3% | $93,223+152.8% |
| Participation rate | 57.4% | 77.8%-20.4pp | 75.1%-17.6pp | 74.9%-17.5pp |
| Annual return | 13.43% | 14.93%-1.5pp | 109.16%-95.7pp | 19.29%-5.9pp |
| Employer contribution / active EE | $4,518 | $3,991+13.2% | $2,738+65.0% | $2,680+68.6% |
| Participant deferral / active EE | $4,663 | $4,485+4.0% | $3,711+25.7% | $4,563+2.2% |
| Admin fee / account holder | $46 | $40+13.5% | $3,848-98.8% | $79-42.1% |