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 04-6568107 | Account Maintenance | $38,068 |
MERCER1+ years Service code 11 · EIN 13-2836910 | Actuarial | $8,241 |
BAKER & HOSTETLER LLP1+ years Filed as: BAKER HOSTETLER Service code 29 · EIN 34-0082025 | Legal | $6,915 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG LLC Service code 10 · EIN 34-6565596 | Accounting | $5,055 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | 15.93% | -1.56%+17.5pp | -3.43%+19.4pp | 2.81%+13.1pp |
| Employer contribution / active EE | $0 | $14,048-100.0% | $25,607-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |