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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPNS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50,686 |
BLACKROCK2+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $11,852 |
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 | $189,069 | $82,683+128.7% | $133,975+41.1% | $65,292+189.6% |
| Participation rate | 97.0% | 87.3%+9.6pp | 87.1%+9.9pp | 72.4%+24.5pp |
| Annual return | 10.36% | 9.63%+0.7pp | 29.29%-18.9pp | 11.84%-1.5pp |
| Employer contribution / active EE | $6,664 | $3,583+86.0% | $5,211+27.9% | $2,302+189.5% |
| Participant deferral / active EE | $10,328 | $5,190+99.0% | $6,282+64.4% | $3,579+188.6% |
| Admin fee / account holder | $8 | $66-87.6% | $9,324-99.9% | $57-85.8% |