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 |
|---|---|---|
Filed as: FIDELITY INVST INST OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $542,564 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $167,500 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $33,500 |
ALSTON & BIRD LLP3+ years Filed as: ALSTON AND BIRD LLP Service code 29 · EIN 58-0137615 | Legal | $30,047 |
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 | $74,919 | $79,240-5.5% | $117,861-36.4% | $80,976-7.5% |
| Participation rate | 76.2% | 68.1%+8.1pp | 79.7%-3.5pp | 68.3%+8.0pp |
| Annual return | 17.50% | 34.09%-16.6pp | 335.11%-317.6pp | 22.91%-5.4pp |
| Employer contribution / active EE | $2,033 | $2,142-5.1% | $3,786-46.3% | $2,402-15.4% |
| Participant deferral / active EE | $3,906 | $3,102+25.9% | $4,482-12.9% | $3,848+1.5% |
| Admin fee / account holder | $35 | $65-45.8% | $8,021-99.6% | $67-47.8% |