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 | $171,625 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $23,914 |
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 | $279,685 | $129,756+115.5% | $170,055+64.5% | $103,657+169.8% |
| Participation rate | 98.2% | 91.3%+7.0pp | 87.0%+11.2pp | 73.4%+24.9pp |
| Annual return | 20.25% | 20.17%+0.1pp | 53.43%-33.2pp | 33.13%-12.9pp |
| Employer contribution / active EE | $11,665 | $5,236+122.8% | $6,790+71.8% | $3,216+262.8% |
| Participant deferral / active EE | $14,390 | $8,283+73.7% | $10,410+38.2% | $5,218+175.8% |
| Admin fee / account holder | $17 | $73-76.3% | $12,828-99.9% | $114-84.8% |