Filed October 23, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Filed as: FID INV MGMT TRUST CO Service code 21 · EIN 04-3022712 | Bank Trustee | $552,000 |
FID INV INST OPS CO2+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $377,921 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMANN MCCANN P.C. Service code 10 · EIN 43-1947695 | Accounting | $47,050 |
GODFREY & KAHN2+ years Service code 29 · EIN 39-1128206 | Legal | $26,366 |
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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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 7.01% | 4.69%+2.3pp | 5.44%+1.6pp | 4.56%+2.5pp |
| Employer contribution / active EE | $0 | $15,631-100.0% | $25,481-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |