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.
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 |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN P. C. Service code 10 · EIN 43-1947695 | Accounting | $89,544 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 99 · EIN 53-0181291 | Other Fees | $72,767 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $13,006 |
CRAVATH, SWAINE & MOORE LLP2 years Service code 29 · EIN 13-5015405 | Legal | $5,753 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,010 | $61,756+249.8% | $69,890+209.1% | $77,906+177.3% |
| Participation rate | 99.5% | 79.9%+19.6pp | 70.5%+29.0pp | 73.7%+25.8pp |
| Annual return | -12.29% | -11.86%-0.4pp | 190.84%-203.1pp | 12.16%-24.4pp |
| Employer contribution / active EE | $9,037 | $2,706+233.9% | $2,560+253.0% | $2,846+217.5% |
| Participant deferral / active EE | $10,838 | $3,977+172.5% | $3,848+181.6% | $4,805+125.5% |
| Admin fee / account holder | $53 | $101-47.2% | $6,267-99.1% | $133-59.7% |