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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $834,406 |
Filed as: FIDELITY MANAGEMENT TRUST Service code 50 · EIN 04-2723880 | Direct Payment | $697,603 |
MERCER1 year Filed as: MERCER (US), INC Service code 16 · EIN 13-2834414 | Consulting | $136,911 |
ERNST & YOUNG LLP3 years Service code 10 · EIN 34-6565596 | Accounting | $88,000 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $82,810 |
BAKER & HOSTETLER LLP3 years Service code 29 · EIN 34-0082025 | Legal | $25,163 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 14.09% | 13.15%+0.9pp | -2.84%+16.9pp | 11.45%+2.6pp |
| Employer contribution / active EE | $2,618 | $23,714-89.0% | $33,329-92.1% | $17,219-84.8% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |