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 | $177,390 |
BLACKROCK7+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $28,982 |
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 | $297,743 | $136,780+117.7% | $189,534+57.1% | $101,555+193.2% |
| Participation rate | 98.1% | 90.9%+7.2pp | 87.8%+10.3pp | 74.5%+23.5pp |
| Annual return | 14.51% | 37.00%-22.5pp | 555.39%-540.9pp | 21.00%-6.5pp |
| Employer contribution / active EE | $10,985 | $4,857+126.2% | $6,162+78.3% | $2,972+269.6% |
| Participant deferral / active EE | $13,099 | $7,572+73.0% | $8,220+59.3% | $4,874+168.7% |
| Admin fee / account holder | $20 | $64-69.1% | $12,049-99.8% | $139-85.8% |