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 CO8+ years Service code 10 · EIN 04-2647786 | Accounting | $327,890 |
HEWITT ASSOCIATES LLC3 years Filed as: HEWITT ENNISKNUPP, INC. Service code 16 · EIN 36-3109431 | Consulting | $124,781 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $213,603 | $95,445+123.8% | $60,919+250.6% | $78,104+173.5% |
| Participation rate | 54.8% | 72.5%-17.7pp | 73.1%-18.3pp | 74.5%-19.7pp |
| Annual return | -13.31% | -12.21%-1.1pp | 16.98%-30.3pp | 10.90%-24.2pp |
| Employer contribution / active EE | $4,523 | $3,900+16.0% | $2,704+67.3% | $3,128+44.6% |
| Participant deferral / active EE | $4,815 | $4,558+5.6% | $3,814+26.2% | $5,089-5.4% |
| Admin fee / account holder | $47 | $46+2.3% | $3,226-98.5% | $79-40.7% |