Filed July 22, 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 INVESTMENTS Service code 13 · EIN 04-3532603 | Contract Administrator | $314,081 |
KPMG LLP9+ years Service code 10 · EIN 13-5565207 | Accounting | $44,000 |
HILL, WARD, HENDERSO6 years Filed as: HILL WARD & HENDORSON Service code 29 · EIN 59-2678550 | Legal | $12,152 |
MONDRIAN INVESTMENT GROUP2 years Filed as: MONDRIAN INVESTMENT PARTNER 29 Service code 28 · EIN 98-0117968 | Investment Management | $4,076 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 16.50% | 8.46%+8.0pp | 9.82%+6.7pp | 8.76%+7.7pp |
| Employer contribution / active EE | $938 | $11,054-91.5% | $30,322-96.9% | $16,664-94.4% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |