Filed July 17, 2013 (most recent of 7 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 |
|---|---|---|
ALSTON & BIRD LLP1+ years Filed as: ALSTON AND BIRD LLP Service code 29 · EIN 58-0137615 | Legal | $187,054 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $160,000 |
Filed as: FIDELITY INVST INST OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $92,506 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $19,500 |
JELLYVISION LAB, INC.1+ years Filed as: THE JELLYVISION LAB, INC. Service code 38 · EIN 36-4442819 | Participant Communication | $5,000 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INST OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,751 | $69,651-7.0% | $94,229-31.3% | $69,651-7.0% |
| Participation rate | 75.2% | 66.6%+8.6pp | 78.8%-3.6pp | 66.6%+8.6pp |
| Annual return | 0.56% | 53.77%-53.2pp | 10.68%-10.1pp | 53.77%-53.2pp |
| Employer contribution / active EE | $1,400 | $2,241-37.5% | $3,587-61.0% | $2,241-37.5% |
| Participant deferral / active EE | $3,703 | $3,635+1.9% | $4,320-14.3% | $3,635+1.9% |
| Admin fee / account holder | $23 | $63-64.0% | $6,269-99.6% | $63-64.0% |