Filed July 26, 2013 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 13 · EIN 04-3523427 | Contract Administrator | $3,001,727 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, INC Service code 11 · EIN 13-3954297 | Actuarial | $419,060 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST CO Service code 28 · EIN 04-0025081 | Investment Management | $102,331 |
MEADEN & MOORE, LTD.1+ years Filed as: MEADEN & MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $21,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,522-100.0% | $522,682-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 12.6%-12.6pp | 9.2%-9.2pp |
| Annual return | -1.78% | -0.08%-1.7pp | -3.43%+1.6pp | -0.08%-1.7pp |
| Employer contribution / active EE | $0 | $7,991-100.0% | $25,607-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $16 | $325-95.2% | $77-79.7% | $325-95.2% |
| Admin fee / account holder | $0 | $275-100.0% | $13,511-100.0% | $275-100.0% |