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 | $1,475,191 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $181,875 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $23,075 |
Filed as: FIDELITY INV INST OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,852 | $100,545-31.5% | $110,243-37.5% | $73,367-6.2% |
| Participation rate | 76.8% | 67.8%+9.0pp | 79.8%-3.0pp | 69.5%+7.4pp |
| Annual return | -5.01% | -1.49%-3.5pp | 314.76%-319.8pp | 173.45%-178.5pp |
| Employer contribution / active EE | $2,051 | $2,405-14.7% | $3,827-46.4% | $2,499-17.9% |
| Participant deferral / active EE | $4,181 | $3,439+21.6% | $4,672-10.5% | $4,033+3.7% |
| Admin fee / account holder | $75 | $81-6.6% | $8,548-99.1% | $68+10.2% |