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 | $2,370,464 |
Service code 11 · EIN 13-3689044 | Actuarial | $527,631 |
BUCK GLOBAL, LLC7 years Service code 11 · EIN 13-3954297 | Actuarial | $170,325 |
USI CONSULTING GROUP2 years Filed as: BURKE GROUP Service code 11 · EIN 80-0688755 | Actuarial | $31,280 |
MEADEN & MOORE, LTD.7 years Filed as: MEADEN & MOORE, LTD Service code 10 · EIN 34-1818258 | Accounting | $27,650 |
Filed as: WTW Service code 13 · EIN 53-0181291 | Contract Administrator | $22,000 |
COMPASS ONE2 years Service code 13 · EIN 83-2095475 | Contract Administrator | $6,801 |
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 | $182,032-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 0.0%0pp |
| Annual return | 7.69% | 33.11%-25.4pp | 7.69%0pp | 33.11%-25.4pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $28,501-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $33 | $680-95.1% | $49-31.8% | $680-95.1% |
| Admin fee / account holder | $0 | $0 | $51,246-100.0% | - |