Filed October 23, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Filed as: FID INV MGMT TRUST CO Service code 21 · EIN 04-3022712 | Bank Trustee | $601,386 |
FID INV INST OPS CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $401,970 |
GODFREY & KAHN1+ years Service code 29 · EIN 39-1128206 | Legal | $57,088 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMANN MCCANN P.C. Service code 10 · EIN 43-1947695 | Accounting | $48,945 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | -1.76% | -1.73%0pp | -3.43%+1.7pp | -7.14%+5.4pp |
| Employer contribution / active EE | $0 | $18,310-100.0% | $25,607-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |