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 | $172,261 |
BLACKROCK6+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $29,285 |
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 | $279,801 | $122,602+128.2% | $177,839+57.3% | $93,223+200.1% |
| Participation rate | 98.1% | 91.3%+6.8pp | 87.7%+10.4pp | 74.9%+23.2pp |
| Annual return | 17.27% | 22.53%-5.3pp | 48.33%-31.1pp | 19.29%-2.0pp |
| Employer contribution / active EE | $11,482 | $4,338+164.7% | $5,919+94.0% | $2,680+328.5% |
| Participant deferral / active EE | $13,740 | $7,134+92.6% | $7,714+78.1% | $4,563+201.1% |
| Admin fee / account holder | $20 | $62-67.6% | $12,432-99.8% | $79-74.8% |