Filed January 10, 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.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $443,307 |
CALLAN ASSOCIATES7 years Filed as: CALLAN LLC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $198,909 |
DLA PIPER9 years Filed as: DLA PIPER LLP Service code 29 · EIN 52-0616490 | Legal | $73,841 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $60,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $428,426 | $167,668+155.5% | $100,415+326.7% | $106,553+302.1% |
| Participation rate | 96.1% | 87.6%+8.6pp | 81.5%+14.6pp | 69.8%+26.3pp |
| Annual return | 20.60% | 18.33%+2.3pp | 49.47%-28.9pp | 17.37%+3.2pp |
| Employer contribution / active EE | $5,541 | $4,908+12.9% | $3,943+40.5% | $3,359+65.0% |
| Participant deferral / active EE | $25,691 | $11,427+124.8% | $8,091+217.5% | $5,562+361.9% |
| Admin fee / account holder | $19 | $94-79.9% | $7,906-99.8% | $80-76.3% |