Filed December 5, 2013
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 |
|---|---|---|
RELIANCE TRUST COMPANY1+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $183,176 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $74,450 |
FREED MAXICK CPAS PC1+ years Filed as: FREED MAXICK, CPAS PC Service code 10 · EIN 45-4051133 | Accounting | $12,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -4.78% | -0.96%-3.8pp | -2.01%-2.8pp | -0.60%-4.2pp |
| Employer contribution / active EE | $5,018 | $6,828-26.5% | $34,453-85.4% | $12,272-59.1% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |