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 | $1,245,556 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $181,875 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $23,669 |
SEYFARTH SHAW LLP3 years Filed as: SEYFARTH SHAW, LLP Service code 29 233 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Legal | $17,859 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $12,820 |
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 | $93,204 | $107,401-13.2% | $146,649-36.4% | $106,520-12.5% |
| Participation rate | 70.1% | 78.6%-8.5pp | 80.1%-10.0pp | 71.3%-1.2pp |
| Annual return | 14.26% | 18.50%-4.2pp | 22.75%-8.5pp | 19.28%-5.0pp |
| Employer contribution / active EE | $1,996 | $2,794-28.6% | $4,137-51.8% | $2,840-29.7% |
| Participant deferral / active EE | $4,435 | $4,619-4.0% | $5,506-19.5% | $4,948-10.4% |
| Admin fee / account holder | $59 | $65-8.5% | $10,281-99.4% | $75-20.6% |