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 | $467,566 |
KPMG LLP7+ years Service code 10 · EIN 13-5565207 | Accounting | $16,000 |
HILL, WARD, HENDERSO4 years Filed as: HILL WARD & HENDORSON Service code 29 · EIN 59-2678550 | Legal | $1,572 |
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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 | $164,233-100.0% | $270,125-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -14.73% | -10.37%-4.4pp | -38.86%+24.1pp | 2.77%-17.5pp |
| Employer contribution / active EE | $1,871 | $8,700-78.5% | $37,752-95.0% | $15,262-87.7% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |