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 16 · EIN 04-2647786 | Consulting | $1,386,940 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON Service code 19 ONE WALL STREET · NEW YORK, NY 10286 | Securities Custodian | $109,261 |
WITHUMSMITH+BROWN, PC3 years Filed as: MAYER BROWN LLP Service code 29 · EIN 36-1447220 | Legal | $89,935 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5391590 | Accounting | $69,579 |
Filed as: WARNER, NORCROSS & JUDD Service code 29 · EIN 38-1422646 | Legal | $57,090 |
COVINGTON & BURLING LLP6+ years Filed as: COVINGTON & BURLING Service code 29 · EIN 53-0188411 | Legal | $15,805 |
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.
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 | $322,062 | $430,560-25.2% | $98,920+225.6% | $106,273+203.1% |
| Participation rate | 99.8% | 86.2%+13.6pp | 76.0%+23.7pp | 70.8%+29.0pp |
| Annual return | 12.97% | 17.89%-4.9pp | 196.47%-183.5pp | 21.70%-8.7pp |
| Employer contribution / active EE | $153 | $6,804-97.7% | $2,689-94.3% | $2,722-94.4% |
| Participant deferral / active EE | $12,781 | $9,623+32.8% | $4,245+201.1% | $4,601+177.8% |
| Admin fee / account holder | $90 | $220-59.3% | $6,643-98.7% | $78+14.3% |