Filed May 15, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $303,074 |
BARNES & THORNBURG LLP1 year Service code 29 · EIN 35-0900596 | Legal | $24,990 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $14,250 |
COMPASS 360, LLC1 year Filed as: COMPASS FINANCIAL PARTNERS Service code 28 · EIN 95-2834236 | Investment Management | $8,984 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $58,254 | $134,045-56.5% | $80,022-27.2% | $75,289-22.6% |
| Participation rate | 97.2% | 85.8%+11.4pp | 75.8%+21.3pp | 72.4%+24.7pp |
| Annual return | -4.70% | -0.56%-4.1pp | 11.22%-15.9pp | -0.04%-4.7pp |
| Employer contribution / active EE | $3,266 | $3,492-6.5% | $2,468+32.3% | $2,405+35.8% |
| Participant deferral / active EE | $3,857 | $4,976-22.5% | $3,686+4.7% | $3,739+3.2% |
| Admin fee / account holder | $66 | $124-47.0% | $6,521-99.0% | $102-35.8% |