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 CO9+ years Service code 10 · EIN 04-2647786 | Accounting | $331,820 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $128,004 |
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 | $232,268 | $133,493+74.0% | $64,110+262.3% | $96,393+141.0% |
| Participation rate | 52.7% | 69.3%-16.6pp | 72.3%-19.6pp | 71.3%-18.5pp |
| Annual return | 16.39% | 17.06%-0.7pp | 33.75%-17.4pp | 22.88%-6.5pp |
| Employer contribution / active EE | $4,618 | $6,233-25.9% | $2,751+67.9% | $3,239+42.6% |
| Participant deferral / active EE | $4,845 | $5,097-4.9% | $3,883+24.8% | $5,455-11.2% |
| Admin fee / account holder | $45 | $34+31.7% | $3,071-98.5% | $74-38.8% |