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 INV INST OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,792,714 |
EVERCORE TRUST COMPANY1+ years Service code 28 · EIN 26-4691954 | Investment Management | $150,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 19 ONE WALL STREET · NEW YORK, NY 10286 | Securities Custodian | $116,038 |
WITHUMSMITH+BROWN, PC1+ years Filed as: MAYER BROWN, LLP Service code 29 · EIN 36-1447220 | Legal | $31,561 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $30,400 |
COVINGTON & BURLING LLP1+ years Filed as: COVINGTON & BURLING Service code 29 · EIN 53-0188411 | Legal | $10,055 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 21 · EIN 52-1309931 | Bank Trustee | $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 | $259,811 | $158,120+64.3% | $68,509+279.2% | $69,651+273.0% |
| Participation rate | 98.7% | 88.0%+10.7pp | 74.7%+24.0pp | 66.6%+32.2pp |
| Annual return | 4.25% | 3.41%+0.8pp | 8.27%-4.0pp | 53.77%-49.5pp |
| Employer contribution / active EE | $7,461 | $5,427+37.5% | $2,278+227.6% | $2,241+233.0% |
| Participant deferral / active EE | $11,002 | $7,897+39.3% | $3,382+225.3% | $3,635+202.6% |
| Admin fee / account holder | $54 | $74-26.0% | $5,275-99.0% | $63-13.8% |