Filed December 14, 2011
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 COMPANY Service code 15 · EIN 04-2723880 | Recordkeeping | $348,992 |
Filed as: NISA INVESTMENT ADVISORS Service code 27 · EIN 48-1140940 | Advisory (Plan) | $288,419 |
AON CONSULTING4 years Filed as: AON CONSULTING (NJ) Service code 27 · EIN 22-2232264 | Advisory (Plan) | $161,553 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $112,500 |
CROWE LLP8 years Service code 10 · EIN 35-0921680 | Accounting | $69,344 |
JACKSON LEWIS P.C.6 years Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $9,642 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,750 |
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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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.12% | 7.96%-6.8pp | 5.04%-3.9pp | 8.76%-7.6pp |
| Employer contribution / active EE | $15,625 | $15,125+3.3% | $26,454-40.9% | $16,664-6.2% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |