Filed July 22, 2006
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 |
|---|---|---|
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $136,115 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $37,140 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,640 | $39,948+4.2% | $89,391-53.4% | $73,409-43.3% |
| Participation rate | 95.2% | 50.4%+44.7pp | 68.0%+27.2pp | 72.2%+23.0pp |
| Annual return | 13.02% | 50.12%-37.1pp | 245.62%-232.6pp | 59.29%-46.3pp |
| Employer contribution / active EE | $1,093 | $1,200-8.9% | $2,586-57.7% | $2,234-51.1% |
| Participant deferral / active EE | $6,421 | $2,193+192.8% | $3,890+65.1% | $3,805+68.7% |
| Admin fee / account holder | $299 | $134+122.4% | $4,881-93.9% | $158+89.1% |