Filed April 27, 2012 (most recent of 2 filings on file)
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. Service code 11 · EIN 04-2647786 | Actuarial | $381,523 |
Filed as: FIDELITY INST ASSET MGMT TRUST CO Service code 21 · EIN 20-4659714 | Bank Trustee | $275,513 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 15-4214957 | Actuarial | $55,500 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-1413443 | Accounting | $9,483 |
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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% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 9.01% | 20.09%-11.1pp | 15.31%-6.3pp | 37.77%-28.8pp |
| Employer contribution / active EE | $30,769 | $15,382+100.0% | $28,686+7.3% | $15,798+94.8% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |