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 CO7+ years Service code 37 · EIN 04-2647786 | Loan Processing | $688,706 |
AON CONSULTING6 years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $85,349 |
AYCO2 years Filed as: THE AYCO CO. Service code 16 · EIN 13-4019460 | Consulting | $64,272 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $57,801 |
DOEREN MAYHEW1 year Service code 10 · EIN 36-4745545 | Accounting | $25,320 |
NORTON ROSE FULBRIGHT5 years Filed as: NORTON ROSE FULBRIGHT LLP Service code 50 · EIN 74-1201087 | Direct Payment | $8,754 |
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 | $116,886 | $141,493-17.4% | $75,728+54.4% | $106,520+9.7% |
| Participation rate | 81.6% | 65.2%+16.4pp | 74.8%+6.8pp | 71.3%+10.3pp |
| Annual return | 14.39% | 15.80%-1.4pp | 104.66%-90.3pp | 19.28%-4.9pp |
| Employer contribution / active EE | $0 | $4,166-100.0% | $2,743-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $7,119 | $4,740+50.2% | $3,820+86.4% | $4,948+43.9% |
| Admin fee / account holder | $57 | $40+40.3% | $3,620-98.4% | $75-24.0% |