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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPER. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $552,550 |
HOGAN LOVELLS US LLP2+ years Service code 29 · EIN 53-0084704 | Legal | $185,552 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $135,700 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 16 · EIN 20-4751585 | Consulting | $93,613 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $15,369 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $15,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,431 | $65,292+144.2% | $80,975+96.9% | $65,292+144.2% |
| Participation rate | 98.2% | 72.4%+25.7pp | 75.8%+22.3pp | 72.4%+25.7pp |
| Annual return | 7.46% | 11.84%-4.4pp | 17.10%-9.6pp | 11.84%-4.4pp |
| Employer contribution / active EE | $5,341 | $2,302+132.0% | $3,714+43.8% | $2,302+132.0% |
| Participant deferral / active EE | $7,032 | $3,579+96.5% | $5,696+23.5% | $3,579+96.5% |
| Admin fee / account holder | $82 | $57+42.9% | $5,516-98.5% | $57+42.9% |