Filed November 9, 2005 (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 | $687,356 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $671,342 |
GLOBAL RETIREMENT PARTNERS LLC10+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $92,700 |
CARLSMITH BALL LLP10+ years Service code 16 · EIN 99-0035220 | Consulting | $27,612 |
KKDLY LLC8 years Service code 16 · EIN 99-0292355 | Consulting | $17,277 |
Form 5500 reported that benefits due were not provided when due.
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 | $166,583 | $68,110+144.6% | $155,556+7.1% | $99,313+67.7% |
| Participation rate | 98.0% | 67.8%+30.2pp | 78.2%+19.8pp | 71.7%+26.3pp |
| Annual return | 18.21% | 16.16%+2.1pp | 64.84%-46.6pp | 17.67%+0.5pp |
| Employer contribution / active EE | $5,429 | $2,291+137.0% | $4,675+16.1% | $3,264+66.3% |
| Participant deferral / active EE | $9,437 | $3,865+144.2% | $5,631+67.6% | $5,346+76.5% |
| Admin fee / account holder | $127 | $94+35.1% | $15,885-99.2% | $109+16.3% |