Filed April 14, 2006 (most recent of 5 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.
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| Provider | Service type | Compensation |
|---|---|---|
MONTICELLO ASSOCIATES1+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 27 · EIN 84-1205635 | Advisory (Plan) | $38,147 |
MCDERMOTT WILL & EMERY LLP1+ years Service code 29 · EIN 36-1453176 | Legal | $13,354 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $10,200 |
XEROX CORPORATION1+ years Filed as: XEROX CONSULTANT COMPANY, INC. Service code 28 · EIN 38-2550455 | Investment Management | $8,960 |
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 | $55,114 | $37,039+48.8% | $147,618-62.7% | $59,188-6.9% |
| Participation rate | 99.4% | 63.8%+35.7pp | 84.6%+14.8pp | 69.4%+30.0pp |
| Annual return | 2.31% | 7.19%-4.9pp | 61.98%-59.7pp | 5.51%-3.2pp |
| Employer contribution / active EE | $2,732 | $1,353+101.9% | $5,564-50.9% | $2,098+30.2% |
| Participant deferral / active EE | $4,683 | $2,094+123.7% | $4,895-4.3% | $3,265+43.5% |
| Admin fee / account holder | $9 | $60-84.8% | $11,612-99.9% | $92-90.0% |