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 | $968,371 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $20,300 |
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 | $218,410 | $171,796+27.1% | $111,319+96.2% | $106,520+105.0% |
| Participation rate | 95.3% | 88.6%+6.7pp | 77.3%+18.0pp | 71.3%+24.0pp |
| Annual return | 19.13% | 18.62%+0.5pp | 54.68%-35.5pp | 19.28%-0.2pp |
| Employer contribution / active EE | $6,191 | $4,687+32.1% | $2,732+126.6% | $2,840+118.0% |
| Participant deferral / active EE | $8,155 | $7,845+4.0% | $4,488+81.7% | $4,948+64.8% |
| Admin fee / account holder | $31 | $69-55.9% | $7,966-99.6% | $75-59.0% |