Filed June 16, 2006 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $367,855 |
Service code 27 · EIN 25-0058143 | Advisory (Plan) | $79,653 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,538 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $90,222 | $68,110+32.5% | $155,556-42.0% | $99,313-9.2% |
| Participation rate | 96.6% | 67.8%+28.8pp | 78.2%+18.4pp | 71.7%+24.9pp |
| Annual return | 14.10% | 16.16%-2.1pp | 64.84%-50.7pp | 17.67%-3.6pp |
| Employer contribution / active EE | $2,185 | $2,291-4.6% | $4,675-53.3% | $3,264-33.1% |
| Participant deferral / active EE | $5,177 | $3,865+34.0% | $5,631-8.1% | $5,346-3.1% |
| Admin fee / account holder | $75 | $94-20.5% | $15,885-99.5% | $109-31.6% |