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 | $1,152,507 |
WITHUMSMITH+BROWN, PC5 years Filed as: MAYER BROWN LLP Service code 29 · EIN 36-1447220 | Legal | $184,149 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON Service code 19 ONE WALL STREET · NEW YORK, NY 10286 | Securities Custodian | $97,461 |
COVINGTON & BURLING LLP8+ years Filed as: COVINGTON & BURLING Service code 29 · EIN 53-0188411 | Legal | $38,877 |
WARNER NORCROSS & JUDD LLP3 years Filed as: WARNER, NORCROSS & JUDD Service code 29 · EIN 38-1422647 | Legal | $18,769 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $14,400 |
Filed as: FIDELITY INV INST OPER CO., INC. Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $268,154 | $185,545+44.5% | $90,760+195.5% | $89,433+199.8% |
| Participation rate | 99.2% | 85.0%+14.1pp | 75.7%+23.5pp | 71.3%+27.9pp |
| Annual return | -35.57% | -13.56%-22.0pp | -12.16%-23.4pp | -11.88%-23.7pp |
| Employer contribution / active EE | $5,256 | $7,210-27.1% | $2,922+79.9% | $3,021+74.0% |
| Participant deferral / active EE | $13,902 | $9,550+45.6% | $4,565+204.5% | $5,125+171.3% |
| Admin fee / account holder | $79 | $100-21.0% | $8,444-99.1% | $79-0.3% |