Filed October 21, 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $363,822 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $55,748 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL MANAGEMENT Service code 15 · EIN 91-1175092 | Recordkeeping | $22,924 |
JONES DAY2+ years Service code 16 · EIN 34-0319085 | Consulting | $13,875 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,011 | $92,488+119.5% | $69,779+190.9% | $65,292+210.9% |
| Participation rate | 99.9% | 81.7%+18.3pp | 71.8%+28.1pp | 72.4%+27.5pp |
| Annual return | 11.79% | 20.13%-8.3pp | 12.99%-1.2pp | 11.84%0pp |
| Employer contribution / active EE | $7,393 | $3,198+131.1% | $2,338+216.1% | $2,302+221.2% |
| Participant deferral / active EE | $8,773 | $4,112+113.4% | $2,931+199.3% | $3,579+145.1% |
| Admin fee / account holder | $56 | $58-4.1% | $4,381-98.7% | $57-2.2% |