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 60 · EIN 04-2647786 | Sub-TA Fees | $189,803 |
BLACKROCK4+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $15,835 |
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 | $215,217 | $104,281+106.4% | $140,019+53.7% | $68,904+212.3% |
| Participation rate | 97.9% | 89.1%+8.8pp | 87.5%+10.4pp | 74.1%+23.8pp |
| Annual return | 2.05% | -1.33%+3.4pp | 651.19%-649.1pp | 1.07%+1.0pp |
| Employer contribution / active EE | $11,253 | $4,070+176.5% | $5,605+100.8% | $2,540+343.0% |
| Participant deferral / active EE | $11,628 | $6,129+89.7% | $6,927+67.9% | $4,015+189.6% |
| Admin fee / account holder | $22 | $79-71.6% | $10,705-99.8% | $71-68.7% |