Filed March 11, 2006 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $702,341 |
AYCO1 year Filed as: THE AYCO CO. Service code 16 · EIN 13-4019460 | Consulting | $110,382 |
AON CONSULTING5 years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $99,731 |
NORTON ROSE FULBRIGHT4 years Filed as: NORTON ROSE FULBRIGHT LLP Service code 50 · EIN 74-1201087 | Direct Payment | $60,155 |
DOEREN MAYHEW5 years Filed as: DOEREN MAYHEW TEXAS, PLLC Service code 10 · EIN 36-4745545 | Accounting | $15,000 |
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 | $108,684 | $129,352-16.0% | $70,492+54.2% | $106,273+2.3% |
| Participation rate | 80.9% | 73.1%+7.8pp | 75.1%+5.8pp | 70.8%+10.1pp |
| Annual return | 17.31% | 13.88%+3.4pp | 109.16%-91.9pp | 21.70%-4.4pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $2,738-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $6,764 | $4,597+47.1% | $3,711+82.3% | $4,601+47.0% |
| Admin fee / account holder | $64 | $37+74.2% | $3,848-98.3% | $78-18.4% |