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: BNY MELLON Service code 16 240 GREENWICH STREET · NEW YORK, NY 10286 | Consulting | $351,652 |
EATON CORPORATION5+ years Service code 14 · EIN 34-0196300 | Plan Administrator | $9,348 |
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 37 · EIN 04-2647786 | Loan Processing | -$589,612 |
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 | $163,914 | $143,368+14.3% | $87,102+88.2% | $89,609+82.9% |
| Participation rate | 96.3% | 88.2%+8.0pp | 76.9%+19.4pp | 69.6%+26.7pp |
| Annual return | 25.18% | 28.55%-3.4pp | 28.19%-3.0pp | 33.65%-8.5pp |
| Employer contribution / active EE | $3,666 | $4,012-8.6% | $2,521+45.4% | $2,584+41.9% |
| Participant deferral / active EE | $7,084 | $7,129-0.6% | $4,048+75.0% | $4,222+67.8% |
| Admin fee / account holder | -$6 | $61-110.1% | $7,493-100.1% | $72-108.6% |