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 |
|---|---|---|
BLACKROCK1+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $11,214 |
Filed as: FIDELITY INVESTMENTS INST OPNS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $7,625 |
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 | $178,196 | $83,458+113.5% | $123,105+44.8% | $67,505+164.0% |
| Participation rate | 96.7% | 84.5%+12.2pp | 86.8%+9.9pp | 71.2%+25.5pp |
| Annual return | 5.56% | 1.29%+4.3pp | 13.22%-7.7pp | 6.52%-1.0pp |
| Employer contribution / active EE | $6,544 | $3,087+112.0% | $5,151+27.0% | $2,173+201.2% |
| Participant deferral / active EE | $10,292 | $5,379+91.3% | $6,229+65.2% | $3,597+186.2% |
| Admin fee / account holder | $3 | $60-94.8% | $9,014-100.0% | $56-94.4% |