Filed November 6, 2008 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY EMPLOYER SERVICES CO. LLC Service code 13 · EIN 04-3275867 | Contract Administrator | $1,095,932 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 | Actuarial | $418,986 |
KATZ, SAPPER & MILLER1+ years Filed as: KATZ, SAPPER, & MILLER, LLP Service code 10 · EIN 35-1090346 | Accounting | $19,500 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK NA Service code 21 · EIN 13-4994650 | Bank Trustee | $16,987 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -2.72% | -1.23%-1.5pp | -3.43%+0.7pp | 1.67%-4.4pp |
| Employer contribution / active EE | $20,134 | $11,541+74.5% | $25,607-21.4% | $10,506+91.6% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |