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 | $326,389 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $62,906 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $41,938 |
HILL WARD HENDERSON3+ years Filed as: HILL WARD & HENDERSON Service code 29 · EIN 59-2678550 | Legal | $25,020 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $17,000 |
MONDRIAN INVESTMENT GROUP3+ years Filed as: MONDRIAN INVESTMENT PARTNERS LTD Service code 28 · EIN 98-0117968 | Investment Management | $14,557 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $13,282 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $9,222 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | 1.95% | -2.48%+4.4pp | -102.04%+104.0pp | 0.19%+1.8pp |
| Employer contribution / active EE | $1,308 | $7,648-82.9% | $36,232-96.4% | $13,763-90.5% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |