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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVST INST OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,441,388 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $181,875 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $26,300 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH SHAW, LLP Service code 29 233 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Legal | $17,165 |
THOMPSON HINE1 year Service code 29 20 NORTH CLARK STREET · CHICAGO, IL 606025093 | Legal | $12,029 |
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 | $88,519 | $94,554-6.4% | $133,978-33.9% | $106,273-16.7% |
| Participation rate | 74.4% | 76.2%-1.8pp | 79.8%-5.4pp | 70.8%+3.6pp |
| Annual return | 16.50% | 16.55%-0.1pp | 45.10%-28.6pp | 21.70%-5.2pp |
| Employer contribution / active EE | $1,940 | $2,503-22.5% | $3,919-50.5% | $2,722-28.7% |
| Participant deferral / active EE | $4,229 | $4,130+2.4% | $5,047-16.2% | $4,601-8.1% |
| Admin fee / account holder | $71 | $69+2.9% | $8,930-99.2% | $78-9.5% |