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 | $319,905 |
KPMG LLP8+ years Service code 10 · EIN 13-5565207 | Accounting | $13,000 |
HILL WARD & HENDORSON5 years Service code 29 · EIN 59-2678550 | Legal | $12,619 |
Filed as: MONDRIAN INVESTMENT PARTNER 29 Service code 28 · EIN 98-0117968 | Investment Management | $5,454 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $250,986-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.3%-2.3pp |
| Annual return | 7.77% | 17.94%-10.2pp | 32.32%-24.5pp | 37.74%-30.0pp |
| Employer contribution / active EE | $0 | $10,320-100.0% | $33,960-100.0% | $15,788-100.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |