Filed November 9, 2005 (most recent of 4 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY MANAGEMENT TRUST CO. Service code 25 · EIN 04-2647786 | Directed Trustee | $364,347 |
SLC MANAGEMENT6 years Service code 27 · EIN 13-3451974 | Advisory (Plan) | $259,329 |
MERCER6 years Service code 11 · EIN 13-2834414 | Actuarial | $233,824 |
CLEARSTEAD ADVISORS, LLC7 years Filed as: CLEARSTEAD Service code 27 · EIN 34-1597728 | Advisory (Plan) | $100,000 |
INTEGRITY ASSET MANAGEMENT8 years Service code 27 · EIN 13-2700161 | Advisory (Plan) | $58,139 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 27 · EIN 20-4659714 | Advisory (Plan) | $40,744 |
BLACKROCK10+ years Filed as: BLACKROCK INST TRUST COMPANY, NA Service code 27 · EIN 94-3112180 | Advisory (Plan) | $21,782 |
WARREN AVERETT, LLC6 years Service code 10 · EIN 45-4084437 | Accounting | $13,000 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 6.00% | 6.37%-0.4pp | 8.04%-2.0pp | 7.65%-1.7pp |
| Employer contribution / active EE | $65,088 | $48,951+33.0% | $42,693+52.5% | $20,582+216.2% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |