Filed July 19, 2006
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 |
|---|---|---|
Filed as: SMITH BUNDAY BERMAN BRITTON, PS Service code 10 · EIN 91-1275259 | Accounting | $21,600 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,080 | $88,203-43.2% | $165,100-69.7% | $74,478-32.8% |
| Participation rate | 88.4% | 73.1%+15.2pp | 78.6%+9.7pp | 67.2%+21.2pp |
| Annual return | 16.26% | 17.13%-0.9pp | 70.21%-54.0pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $17 | $2,601-99.4% | $4,348-99.6% | $2,626-99.4% |
| Participant deferral / active EE | $4,413 | $4,505-2.0% | $6,035-26.9% | $4,350+1.5% |
| Admin fee / account holder | $113 | $2,235-95.0% | $12,696-99.1% | $1,946-94.2% |