Filed September 26, 2013
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 INV. INST. OPER. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $608,927 |
THOMPSON HINE9 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $366,984 |
Service code 27 · EIN 36-4001764 | Advisory (Plan) | $168,299 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 34-6565596 | Accounting | $118,938 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,015 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $30,000 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $11,550 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,435 | $99,313+166.3% | $100,415+163.3% | $99,313+166.3% |
| Participation rate | 96.1% | 71.7%+24.4pp | 81.5%+14.6pp | 71.7%+24.4pp |
| Annual return | 18.84% | 17.67%+1.2pp | 49.47%-30.6pp | 17.67%+1.2pp |
| Employer contribution / active EE | $6,561 | $3,264+101.0% | $3,943+66.4% | $3,264+101.0% |
| Participant deferral / active EE | $12,137 | $5,346+127.1% | $8,091+50.0% | $5,346+127.1% |
| Admin fee / account holder | $99 | $109-9.5% | $7,906-98.8% | $109-9.5% |