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 INVESTMENTS INST OP CO Service code 37 · EIN 04-2647786 | Loan Processing | $905,811 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $157,433 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE, LTD Service code 10 · EIN 34-1818258 | Accounting | $20,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,132 | $138,331+25.2% | $86,717+99.7% | $89,433+93.6% |
| Participation rate | 95.8% | 88.9%+7.0pp | 76.6%+19.3pp | 71.3%+24.6pp |
| Annual return | -12.76% | -11.72%-1.0pp | 35.97%-48.7pp | -11.88%-0.9pp |
| Employer contribution / active EE | $6,368 | $4,812+32.3% | $2,837+124.4% | $3,021+110.8% |
| Participant deferral / active EE | $8,063 | $8,027+0.5% | $4,657+73.2% | $5,125+57.3% |
| Admin fee / account holder | $32 | $64-49.9% | $7,494-99.6% | $79-59.5% |