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 |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST CO. Service code 25 · EIN 04-2647786 | Directed Trustee | $621,344 |
SLC MANAGEMENT5 years Service code 27 · EIN 13-3451974 | Advisory (Plan) | $213,223 |
MERCER5 years Service code 11 · EIN 13-2834414 | Actuarial | $175,735 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 27 · EIN 20-4659714 | Advisory (Plan) | $105,963 |
CLEARSTEAD ADVISORS, LLC6 years Filed as: CLEARSTEAD Service code 27 · EIN 34-1597728 | Advisory (Plan) | $89,105 |
INTEGRITY ASSET MANAGEMENT7 years Service code 27 · EIN 13-2700161 | Advisory (Plan) | $61,588 |
BLACKROCK9+ years Filed as: BLACKROCK INST TRUST COMPANY, NA Service code 27 · EIN 94-3112180 | Advisory (Plan) | $31,822 |
WARREN AVERETT, LLC5 years Service code 10 · EIN 45-4084437 | Accounting | $12,000 |
OGLETREE DEAKINS5 years Filed as: OGLETREE DEAKINS, PC Service code 29 · EIN 57-1044820 | Legal | $11,621 |
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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 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 10.08% | 10.25%-0.2pp | 35.16%-25.1pp | 22.81%-12.7pp |
| Employer contribution / active EE | $61,635 | $45,684+34.9% | $46,401+32.8% | $18,290+237.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |