Filed July 26, 2013 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 37 · EIN 04-2647786 | Loan Processing | $162,631 |
EATON CORPORATION1+ years Service code 99 · EIN 34-0196300 | Other Fees | $94,552 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL Service code 99 · EIN 25-1442864 | Other Fees | $53,027 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,274 | $111,064+12.8% | $67,652+85.2% | $69,651+79.9% |
| Participation rate | 95.3% | 86.0%+9.3pp | 75.7%+19.6pp | 66.6%+28.7pp |
| Annual return | -4.05% | 2.77%-6.8pp | 6625.40%-6629.4pp | 53.77%-57.8pp |
| Employer contribution / active EE | $3,826 | $3,328+15.0% | $2,266+68.9% | $2,241+70.8% |
| Participant deferral / active EE | $6,198 | $6,396-3.1% | $3,560+74.1% | $3,635+70.5% |
| Admin fee / account holder | $9 | $72-87.4% | $4,821-99.8% | $63-85.7% |