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 | $177,220 |
BLACKROCK3+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $14,159 |
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 | $220,684 | $96,400+128.9% | $149,721+47.4% | $177,276+24.5% |
| Participation rate | 97.8% | 88.9%+8.9pp | 87.1%+10.8pp | 74.8%+23.0pp |
| Annual return | 17.25% | 19.02%-1.8pp | 1501.67%-1484.4pp | 21.25%-4.0pp |
| Employer contribution / active EE | $7,655 | $3,680+108.0% | $5,444+40.6% | $2,479+208.8% |
| Participant deferral / active EE | $11,129 | $5,510+102.0% | $6,568+69.4% | $3,881+186.8% |
| Admin fee / account holder | $22 | $69-67.8% | $11,282-99.8% | $154-85.5% |