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 CO5+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $593,755 |
AON CONSULTING5+ years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $54,564 |
AYCO1 year Filed as: THE AYCO CO Service code 16 · EIN 13-4019460 | Consulting | $25,000 |
DOREEN DOUGLAS1 year Filed as: DOREEN MAYHEW Service code 50 · EIN 36-4745545 | Direct Payment | $15,900 |
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $5,309 |
NORTON ROSE FULBRIGHT1 year Filed as: NORTON,ROSE,FULBRIGHT (NRF) Service code 10 · EIN 74-1201087 | Accounting | $3,448 |
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 | $101,591 | $109,303-7.1% | $69,480+46.2% | $82,204+23.6% |
| Participation rate | 92.6% | 74.9%+17.7pp | 74.6%+18.0pp | 73.4%+19.2pp |
| Annual return | 21.58% | 20.08%+1.5pp | 28.99%-7.4pp | 26.31%-4.7pp |
| Employer contribution / active EE | $7,960 | $5,149+54.6% | $2,780+186.3% | $2,707+194.0% |
| Participant deferral / active EE | $0 | $4,210-100.0% | $3,537-100.0% | $4,246-100.0% |
| Admin fee / account holder | $55 | $29+90.1% | $3,840-98.6% | $76-26.7% |