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 | $300,159 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON Service code 19 ONE WALL STREET · NEW YORK, NY 10286 | Securities Custodian | $93,492 |
COVINGTON & BURLING LLP9+ years Filed as: COVINGTON & BURLING Service code 29 · EIN 53-0188411 | Legal | $46,876 |
WITHUMSMITH+BROWN, PC6 years Filed as: MAYER BROWN LLP Service code 29 · EIN 36-1447220 | Legal | $43,748 |
WARNER NORCROSS & JUDD LLP4 years Filed as: WARNER, NORCROSS & JUDD Service code 29 · EIN 38-1422647 | Legal | $20,601 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $15,100 |
Filed as: FIDELITY INV INST OPER CO., INC. Service code 60 | Sub-TA Fees | $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 | $303,797 | $225,491+34.7% | $98,462+208.5% | $96,393+215.2% |
| Participation rate | 99.5% | 87.3%+12.1pp | 75.2%+24.3pp | 71.3%+28.2pp |
| Annual return | 16.88% | 19.53%-2.6pp | 21.20%-4.3pp | 22.88%-6.0pp |
| Employer contribution / active EE | $7,132 | $8,386-15.0% | $3,049+133.9% | $3,239+120.2% |
| Participant deferral / active EE | $15,401 | $10,872+41.7% | $4,738+225.0% | $5,455+182.3% |
| Admin fee / account holder | $47 | $87-46.1% | $8,875-99.5% | $74-36.5% |