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 | $575,029 |
NEPC, LLC2 years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $145,694 |
MEADEN & MOORE, LTD.4 years Service code 10 · EIN 34-1818258 | Accounting | $42,300 |
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 | $204,432 | $161,802+26.3% | $96,564+111.7% | $96,393+112.1% |
| Participation rate | 97.1% | 92.5%+4.7pp | 76.0%+21.1pp | 71.3%+25.9pp |
| Annual return | 26.17% | 18.41%+7.8pp | 25.89%+0.3pp | 22.88%+3.3pp |
| Employer contribution / active EE | $6,655 | $5,381+23.7% | $2,967+124.3% | $3,239+105.5% |
| Participant deferral / active EE | $8,539 | $8,927-4.4% | $4,852+76.0% | $5,455+56.5% |
| Admin fee / account holder | $25 | $61-59.7% | $8,256-99.7% | $74-66.8% |