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 | $2,596,257 |
Service code 11 · EIN 13-3689044 | Actuarial | $451,504 |
BUCK GLOBAL, LLC6 years Service code 11 · EIN 13-3954297 | Actuarial | $336,645 |
USI CONSULTING GROUP1 year Filed as: BURKE GROUP Service code 11 · EIN 80-0688755 | Actuarial | $58,832 |
MEADEN & MOORE, LTD.6 years Filed as: MEADEN & MOORE, LTD Service code 10 · EIN 34-1818258 | Accounting | $19,350 |
THOMPSON HINE5 years Service code 29 · EIN 34-0575300 | Legal | $14,822 |
ALESCO ADVISORS1 year Filed as: ALESCO Service code 27 · EIN 16-1579300 | Advisory (Plan) | $7,454 |
COMPASS ONE1 year Service code 13 · EIN 83-2095475 | Contract Administrator | $6,033 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $213,834-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -18.56% | -14.80%-3.8pp | -5.12%-13.4pp | -14.80%-3.8pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $31,020-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $31 | $455-93.2% | $101-69.4% | $455-93.2% |
| Admin fee / account holder | $0 | $0 | $2,852-100.0% | - |