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: MAYER HOFFMAN MCCANN P. C. Service code 10 · EIN 43-1947695 | Accounting | $50,000 |
JONES DAY7+ years Service code 16 · EIN 34-0319085 | Consulting | $37,695 |
Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $27,233 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $19,559 |
Service code 29 · EIN 13-5015405 | Legal | $8,071 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,613 | $77,197+233.7% | $86,645+197.3% | $93,010+177.0% |
| Participation rate | 99.6% | 78.2%+21.4pp | 71.7%+28.0pp | 73.9%+25.7pp |
| Annual return | 13.08% | 16.31%-3.2pp | 63.52%-50.4pp | 158.70%-145.6pp |
| Employer contribution / active EE | $9,463 | $2,514+276.4% | $2,496+279.1% | $2,705+249.8% |
| Participant deferral / active EE | $11,421 | $3,831+198.2% | $3,700+208.7% | $4,561+150.4% |
| Admin fee / account holder | $47 | $105-55.4% | $5,830-99.2% | $152-69.1% |