Filed May 15, 2013 (most recent of 4 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 |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $1,412,188 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $427,611 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS CONSULTING Service code 27 · EIN 13-2638166 | Advisory (Plan) | $104,576 |
K&L GATES2+ years Service code 29 · EIN 25-0921018 | Legal | $63,708 |
COMERICA BANK2+ years Service code 18 · EIN 38-0789660 | Custodial (other than securities); Di... | $45,489 |
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $29,400 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $18,392,177-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 1.8%-1.8pp |
| Annual return | 6.01% | 5.90%+0.1pp | 3.99%+2.0pp | 7.18%-1.2pp |
| Employer contribution / active EE | $4,959 | $17,826-72.2% | $38,279-87.0% | $13,095-62.1% |
| Participant deferral / active EE | $0 | $92-100.0% | $386-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $140,034-100.0% | $362-100.0% |