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 60 · EIN 04-2647786 | Sub-TA Fees | $561,517 |
AYCO2 years Filed as: THE AYCO CO Service code 16 · EIN 13-4019460 | Consulting | $79,238 |
NORTON ROSE FULBRIGHT2 years Filed as: NORTON,ROSE,FULBRIGHT (NRF) Service code 10 · EIN 74-1201087 | Accounting | $60,559 |
DOREEN DOUGLAS2 years Filed as: DOREEN MAYHEW Service code 50 · EIN 36-4745545 | Direct Payment | $15,000 |
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 | $115,721 | $113,699+1.8% | $70,492+64.2% | $93,223+24.1% |
| Participation rate | 92.5% | 77.8%+14.7pp | 75.1%+17.4pp | 74.9%+17.6pp |
| Annual return | 17.66% | 14.93%+2.7pp | 109.16%-91.5pp | 19.29%-1.6pp |
| Employer contribution / active EE | $5,283 | $3,991+32.4% | $2,738+92.9% | $2,680+97.2% |
| Participant deferral / active EE | $0 | $4,485-100.0% | $3,711-100.0% | $4,563-100.0% |
| Admin fee / account holder | $56 | $40+37.5% | $3,848-98.6% | $79-29.9% |