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 | $126,625 |
BLACKROCK5+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $13,041 |
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 | $256,021 | $110,760+131.1% | $162,185+57.9% | $82,204+211.4% |
| Participation rate | 97.9% | 92.7%+5.3pp | 87.6%+10.4pp | 73.4%+24.5pp |
| Annual return | 23.02% | 22.97%0pp | 115.61%-92.6pp | 26.31%-3.3pp |
| Employer contribution / active EE | $10,426 | $4,437+135.0% | $5,613+85.7% | $2,707+285.1% |
| Participant deferral / active EE | $12,505 | $6,652+88.0% | $7,297+71.4% | $4,246+194.5% |
| Admin fee / account holder | $15 | $65-76.6% | $10,844-99.9% | $76-79.8% |