Filed July 18, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,045,657 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L. Service code 27 · EIN 13-3575636 | Advisory (Plan) | $142,125 |
KPMG LLP7 years Service code 10 · EIN 13-5565207 | Accounting | $75,000 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Service code 16 · EIN 36-4291971 | Consulting | $62,069 |
JONES DAY1 year Service code 29 · EIN 34-0319085 | Legal | $45,797 |
Filed as: EVERSHEDS SUTHERLAND LLP Service code 29 · EIN 58-0619407 | Legal | $41,815 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$520,964 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,861 | $106,553-14.7% | $178,505-49.1% | $106,553-14.7% |
| Participation rate | 90.2% | 69.8%+20.3pp | 77.1%+13.0pp | 69.8%+20.3pp |
| Annual return | 17.59% | 17.37%+0.2pp | 27.16%-9.6pp | 17.37%+0.2pp |
| Employer contribution / active EE | $2,753 | $3,359-18.0% | $3,955-30.4% | $3,359-18.0% |
| Participant deferral / active EE | $7,892 | $5,562+41.9% | $6,280+25.7% | $5,562+41.9% |
| Admin fee / account holder | $17 | $80-78.1% | $10,428-99.8% | $80-78.1% |