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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OP. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $932,742 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON Service code 19 ONE WALL STREET · NEW YORK, NY 10286 | Securities Custodian | $110,584 |
WITHUMSMITH+BROWN, PC2 years Filed as: MAYER BROWN LLP Service code 29 · EIN 36-1447220 | Legal | $76,290 |
BDO USA, LLP1 year Filed as: BDO Service code 16 · EIN 13-5391590 | Consulting | $40,608 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $19,200 |
Filed as: FIDELITY INV INST OPER CO., INC. Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $288,847 | $201,404+43.4% | $93,621+208.5% | $89,609+222.3% |
| Participation rate | 99.4% | 87.5%+11.9pp | 75.8%+23.5pp | 69.6%+29.8pp |
| Annual return | 14.83% | 23.05%-8.2pp | 32.76%-17.9pp | 33.65%-18.8pp |
| Employer contribution / active EE | $236 | $6,528-96.4% | $2,719-91.3% | $2,584-90.9% |
| Participant deferral / active EE | $15,267 | $9,208+65.8% | $4,070+275.1% | $4,222+261.6% |
| Admin fee / account holder | $65 | $89-27.1% | $7,890-99.2% | $72-9.0% |