Filed December 13, 2012 (most recent of 2 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 |
|---|---|---|
Filed as: FIDELITY INVS. INST. OPS. CO., INC. Service code 25 · EIN 04-2647786 | Directed Trustee | $151,659 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $32,500 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $17,313 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $126,434 | $99,628+26.9% | $105,218+20.2% | $59,188+113.6% |
| Participation rate | 97.1% | 80.5%+16.7pp | 77.2%+19.9pp | 69.4%+27.7pp |
| Annual return | 0.52% | 3.21%-2.7pp | 5.33%-4.8pp | 5.51%-5.0pp |
| Employer contribution / active EE | $12,221 | $2,454+398.1% | $3,255+275.4% | $2,098+482.5% |
| Participant deferral / active EE | $7,371 | $4,189+76.0% | $4,867+51.5% | $3,265+125.8% |
| Admin fee / account holder | $94 | $62+50.7% | $6,992-98.7% | $92+2.1% |