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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 13 · EIN 04-3523427 | Contract Administrator | $2,705,426 |
EATON CORPORATION1 year Service code 15 · EIN 34-0196300 | Recordkeeping | $532,191 |
BUCK GLOBAL, LLC8 years Service code 11 · EIN 13-3954297 | Actuarial | $149,945 |
Service code 11 · EIN 13-3689044 | Actuarial | $57,800 |
USI CONSULTING GROUP3 years Filed as: BURKE GROUP Service code 11 · EIN 80-0688755 | Actuarial | $28,359 |
Filed as: WILLIS TOWERS WATSON Service code 13 · EIN 53-0181291 | Contract Administrator | $22,000 |
MEADEN & MOORE, LTD.8 years Filed as: MEADEN & MOORE, LTD Service code 10 · EIN 34-1818258 | Accounting | $21,450 |
COMPASS ONE3 years Service code 13 · EIN 83-2095475 | Contract Administrator | $8,160 |
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 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 3.24% | 8.48%-5.2pp | 5.04%-1.8pp | 8.48%-5.2pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $26,454-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $33 | $734-95.5% | $78-57.1% | $734-95.5% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |