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 | $1,299,990 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $145,500 |
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $21,589 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW, LLP Service code 29 233 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Legal | $10,877 |
Filed as: FIDELITY INV INST OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,260 | $85,938-6.6% | $125,195-35.9% | $89,609-10.4% |
| Participation rate | 74.8% | 73.9%+0.9pp | 79.8%-5.0pp | 69.6%+5.2pp |
| Annual return | 25.68% | 20.69%+5.0pp | 43.79%-18.1pp | 33.65%-8.0pp |
| Employer contribution / active EE | $1,942 | $2,681-27.5% | $3,866-49.8% | $2,584-24.8% |
| Participant deferral / active EE | $4,107 | $3,818+7.6% | $4,937-16.8% | $4,222-2.7% |
| Admin fee / account holder | $62 | $56+10.1% | $9,704-99.4% | $72-13.3% |