Filed July 10, 2007 (most recent of 7 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 INVESTMENTS INST. OP. CO. Service code 16 · EIN 04-2647786 | Consulting | $175,627 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BNY MELLON Service code 19 ONE WALL STREET · NEW YORK, NY 10286 | Securities Custodian | $85,575 |
WITHUMSMITH+BROWN, PC7 years Filed as: MAYER BROWN LLP Service code 29 · EIN 36-1447220 | Legal | $84,476 |
COVINGTON & BURLING LLP10+ years Filed as: COVINGTON & BURLING Service code 29 · EIN 53-0188411 | Legal | $44,255 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $23,225 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER CO., INC. Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,163 | $244,991+33.1% | $105,607+208.8% | $106,553+206.1% |
| Participation rate | 99.8% | 88.4%+11.4pp | 75.3%+24.5pp | 69.8%+30.0pp |
| Annual return | 12.42% | 13.48%-1.1pp | 116.11%-103.7pp | 17.37%-4.9pp |
| Employer contribution / active EE | $13,291 | $8,816+50.8% | $3,167+319.7% | $3,359+295.7% |
| Participant deferral / active EE | $15,443 | $11,442+35.0% | $5,011+208.2% | $5,562+177.6% |
| Admin fee / account holder | $46 | $88-48.3% | $10,958-99.6% | $80-42.9% |