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 LLP2+ years Filed as: ALSTON AND BIRD LLP Service code 29 · EIN 58-0137615 | Legal | $172,541 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $149,125 |
Filed as: FIDELITY INVST INST OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $33,236 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $19,900 |
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 |
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 | $67,064 | $79,480-15.6% | $108,582-38.2% | $329,111-79.6% |
| Participation rate | 75.1% | 72.0%+3.1pp | 79.6%-4.5pp | 67.9%+7.2pp |
| Annual return | 8.47% | 18.07%-9.6pp | -51.70%+60.2pp | 16.35%-7.9pp |
| Employer contribution / active EE | $1,855 | $2,317-19.9% | $3,758-50.6% | $2,303-19.5% |
| Participant deferral / active EE | $3,817 | $3,243+17.7% | $4,311-11.5% | $3,682+3.7% |
| Admin fee / account holder | $18 | $68-73.8% | $7,645-99.8% | $754-97.6% |