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 CO8+ years Service code 37 · EIN 04-2647786 | Loan Processing | $759,226 |
AYCO3 years Filed as: THE AYCO CO. Service code 16 · EIN 13-4019460 | Consulting | $171,785 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $57,327 |
AON CONSULTING7 years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $47,428 |
NORTON ROSE FULBRIGHT6 years Filed as: NORTON ROSE FULBRIGHT LLP Service code 50 · EIN 74-1201087 | Direct Payment | $16,420 |
DOEREN MAYHEW2 years Service code 10 · EIN 36-4745545 | Accounting | $16,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,336 | $114,884-18.8% | $60,919+53.2% | $89,433+4.4% |
| Participation rate | 82.4% | 70.1%+12.4pp | 73.1%+9.3pp | 71.3%+11.2pp |
| Annual return | -15.38% | -13.42%-2.0pp | 16.98%-32.4pp | -11.88%-3.5pp |
| Employer contribution / active EE | $0 | $5,609-100.0% | $2,704-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $7,504 | $4,846+54.9% | $3,814+96.7% | $5,125+46.4% |
| Admin fee / account holder | $61 | $37+63.5% | $3,226-98.1% | $79-23.2% |