Filed August 31, 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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Filed as: DEUTSCHE BANK Service code 27 100 NORTH MAIN STREET SUITE 2400 · WINSTON-SALEM, NC 27101 | Advisory (Plan) | $45,333 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $38,532 |
Filed as: RAYMOND JAMES AND ASSOICATES, INC. Service code 27 P.O. BOX 23641 · ST. PETERSBURG, FL 33742 | Advisory (Plan) | $15,456 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN EDWARDS & COMPANY, LLP Service code 10 2215 LANGHORNE RD · LYNCHBURG, VA 24501 | Accounting | $5,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,272 | $57,921+0.6% | $84,753-31.2% | $57,658+1.1% |
| Participation rate | 59.2% | 72.9%-13.7pp | 76.6%-17.4pp | 70.2%-11.0pp |
| Annual return | 8.61% | 10.24%-1.6pp | 22.78%-14.2pp | 5.13%+3.5pp |
| Employer contribution / active EE | $704 | $2,598-72.9% | $3,574-80.3% | $1,974-64.4% |
| Participant deferral / active EE | $2,560 | $2,742-6.6% | $3,712-31.0% | $3,061-16.4% |
| Admin fee / account holder | $202 | $130+56.0% | $5,333-96.2% | $95+114.0% |