Filed August 26, 2015 (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 Service code 65 · EIN 04-2647786 | Account Maintenance | $893,429 |
MERCER2+ years Service code 11 · EIN 13-2836910 | Actuarial | $412,682 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG LLC Service code 10 · EIN 34-6565596 | Accounting | $60,988 |
BAKER & HOSTETLER LLP2+ years Filed as: BAKER HOSTETLER Service code 29 · EIN 34-0082025 | Legal | $7,232 |
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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 | $0 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 8.98% | 6.04%+2.9pp | 5.44%+3.5pp | 9.19%-0.2pp |
| Employer contribution / active EE | $11,364 | $12,925-12.1% | $25,481-55.4% | $12,608-9.9% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |