Filed August 29, 2006 (most recent of 2 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $132,147 |
BCBSA NEBA1 year Service code 14 · EIN 13-5656874 | Plan Administrator | $9,490 |
SS&C1 year Service code 49 · EIN 04-3157927 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,493 | $122,585+27.7% | $184,256-15.1% | $200,096-21.8% |
| Participation rate | 99.5% | 86.9%+12.6pp | 86.8%+12.7pp | 72.0%+27.5pp |
| Annual return | 15.11% | 144.12%-129.0pp | 28.85%-13.7pp | 34.26%-19.2pp |
| Employer contribution / active EE | $4,020 | $4,571-12.1% | $6,427-37.5% | $3,038+32.3% |
| Participant deferral / active EE | $7,860 | $7,972-1.4% | $9,133-13.9% | $5,090+54.4% |
| Admin fee / account holder | $66 | $120-45.0% | $13,899-99.5% | $269-75.4% |