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 | $2,849,727 |
Service code 11 · EIN 13-3689044 | Actuarial | $510,178 |
BUCK GLOBAL, LLC3 years Service code 11 · EIN 13-3954297 | Actuarial | $277,070 |
THOMPSON HINE2 years Service code 29 · EIN 34-0575300 | Legal | $87,619 |
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 | $894,319,009-100.0% | $133,543,011-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 20.14% | 24.48%-4.3pp | 29.77%-9.6pp | 24.48%-4.3pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $33,607-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $21 | $501-95.9% | $96-78.5% | $501-95.9% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $835,310-100.0% | $2,968,729-100.0% |