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 |
|---|---|---|
Service code 27 · EIN 26-0516431 | Advisory (Plan) | $106,992 |
NIXON PEABODY LLP1+ years Service code 29 · EIN 16-0764720 | Legal | $80,071 |
CBRE1+ years Filed as: CBRE, INC Service code 30 · EIN 95-2743174 | Direct payment from the plan; Employe... | $66,473 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $55,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 13 · EIN 13-5674085 | Contract Administrator | $49,539 |
MCCONNELL VALDES LLC1+ years Service code 29 · EIN 66-0226027 | Legal | $10,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,953 | $69,651-9.6% | $155,789-59.6% | $69,651-9.6% |
| Participation rate | 66.6% | 66.6%0pp | 76.1%-9.5pp | 66.6%0pp |
| Annual return | 1.95% | 53.77%-51.8pp | 71.54%-69.6pp | 53.77%-51.8pp |
| Employer contribution / active EE | $1,291 | $2,241-42.4% | $3,839-66.4% | $2,241-42.4% |
| Participant deferral / active EE | $4,533 | $3,635+24.7% | $4,798-5.5% | $3,635+24.7% |
| Admin fee / account holder | $16 | $63-74.1% | $7,477-99.8% | $63-74.1% |