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 | $2,804,484 |
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $316,990 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE, LTD Service code 10 · EIN 34-1818258 | Accounting | $21,400 |
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 | $14,491,905-100.0% | $144,462-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 5.3%-5.3pp |
| Annual return | 16.43% | 9.42%+7.0pp | 16.78%-0.3pp | 1057.21%-1040.8pp |
| Employer contribution / active EE | $0 | $34,966-100.0% | $26,328-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $19 | $384-95.2% | $97-80.8% | $351-94.7% |
| Admin fee / account holder | $0 | $81,210-100.0% | $20,893-100.0% | $81,210-100.0% |