Filed March 12, 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 |
|---|---|---|
GOLDMAN SACHS6 years Filed as: UNITED CAPITAL FINANCIAL Service code 26 · EIN 27-0493248 620 NEWPORT CENTER DR. · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $40,481 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 100 VANGUARD BLVD. · MALVERN, PA 19355 | Recordkeeping | $11,335 |
Filed as: TIGER'S EYE BENEFITS CONSULTING Service code 14 · EIN 52-1875589 147 W. WASHINGTON STREET · HAGERSTOWN, MD 21740 | Plan Administrator | $9,425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,361 | $81,233+127.0% | $155,567+18.5% | $80,874+128.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.70% | 33.33%-17.6pp | 64.74%-49.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $2,572 | $3,101-17.1% | $4,674-45.0% | $2,756-6.7% |
| Participant deferral / active EE | $6,864 | $3,452+98.8% | $5,628+22.0% | $4,297+59.7% |
| Admin fee / account holder | $543 | $7,998-93.2% | $15,916-96.6% | $6,935-92.2% |