Filed April 30, 2015
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 Filed as: FIDELITY INVESTMENTS INST OPNS CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $171,835 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $19,146 |
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 | $316,431 | $145,513+117.5% | $184,256+71.7% | $99,313+218.6% |
| Participation rate | 98.5% | 90.3%+8.3pp | 86.8%+11.7pp | 71.7%+26.8pp |
| Annual return | 16.33% | 21.25%-4.9pp | 28.85%-12.5pp | 17.67%-1.3pp |
| Employer contribution / active EE | $13,143 | $5,354+145.5% | $6,427+104.5% | $3,264+302.6% |
| Participant deferral / active EE | $15,118 | $8,423+79.5% | $9,133+65.5% | $5,346+182.8% |
| Admin fee / account holder | $16 | $78-78.8% | $13,899-99.9% | $109-84.9% |