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 COMPANY5+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $1,546,496 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $203,605 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS CONSULTING Service code 27 · EIN 13-2638166 | Advisory (Plan) | $113,395 |
COMERICA BANK5+ years Service code 18 · EIN 38-0789660 | Direct payment from the plan; Custodi... | $44,495 |
MOSS ADAMS LLP5+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $24,255 |
K&L GATES5+ years Service code 29 · EIN 25-0921018 | Legal | $18,644 |
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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 | $3,370,408-100.0% | $248,520-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 1.2%-1.2pp |
| Annual return | 19.58% | 19.51%+0.1pp | 239.57%-220.0pp | 53.27%-33.7pp |
| Employer contribution / active EE | $65,710 | $15,992+310.9% | $43,837+49.9% | $14,774+344.8% |
| Participant deferral / active EE | $0 | $77-100.0% | $575-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $36,083-100.0% | $13,289-100.0% |