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 CO7+ years Service code 10 · EIN 04-2647786 | Accounting | $311,280 |
HEWITT ASSOCIATES LLC2 years Filed as: HEWITT ENNISKNUPP, INC. Service code 16 · EIN 36-3109431 | Consulting | $118,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $261,236 | $127,246+105.3% | $75,728+245.0% | $101,555+157.2% |
| Participation rate | 58.0% | 76.6%-18.6pp | 74.8%-16.8pp | 74.5%-16.6pp |
| Annual return | 13.32% | 14.35%-1.0pp | 104.66%-91.3pp | 21.00%-7.7pp |
| Employer contribution / active EE | $4,529 | $4,333+4.5% | $2,743+65.1% | $2,972+52.4% |
| Participant deferral / active EE | $4,804 | $4,639+3.6% | $3,820+25.7% | $4,874-1.4% |
| Admin fee / account holder | $46 | $42+11.7% | $3,620-98.7% | $139-66.7% |