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 | $1,306,485 |
WITHUMSMITH+BROWN, PC4 years Filed as: MAYER BROWN LLP Service code 29 · EIN 36-1447220 | Legal | $193,886 |
WARNER NORCROSS & JUDD LLP2 years Filed as: WARNER, NORCROSS & JUDD Service code 29 · EIN 38-1422647 | Legal | $125,794 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON Service code 19 ONE WALL STREET · NEW YORK, NY 10286 | Securities Custodian | $114,266 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $64,720 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $20,200 |
COVINGTON & BURLING LLP7+ years Filed as: COVINGTON & BURLING Service code 29 · EIN 53-0188411 | Legal | $17,500 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $447,558 | $239,209+87.1% | $106,548+320.1% | $106,520+320.2% |
| Participation rate | 98.8% | 89.6%+9.2pp | 76.1%+22.6pp | 71.3%+27.4pp |
| Annual return | 43.18% | 17.49%+25.7pp | 26.80%+16.4pp | 19.28%+23.9pp |
| Employer contribution / active EE | $447 | $6,641-93.3% | $2,819-84.1% | $2,840-84.3% |
| Participant deferral / active EE | $12,776 | $9,673+32.1% | $4,398+190.5% | $4,948+158.2% |
| Admin fee / account holder | $99 | $95+4.7% | $7,407-98.7% | $75+33.5% |