Filed March 10, 2005 (most recent of 3 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 15 · EIN 04-2647786 | Recordkeeping | $893,688 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA RETIREMENT SERVICES Service code 14 · EIN 56-0906609 | Plan Administrator | $90,343 |
MORRIS DAVIS CHAN & TAN LLP1+ years Service code 10 · EIN 94-2214860 | Accounting | $31,500 |
CALLAN ASSOCIATES1+ years Service code 27 · EIN 94-2192581 | Advisory (Plan) | $25,125 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA PERSONNEL CENTER Service code 14 · EIN 56-0906609 | Plan Administrator | $6,918 |
K&L GATES1+ years Filed as: K & L GATES Service code 29 · EIN 25-0921018 | Legal | $6,831 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,260 | $67,505+8.5% | $105,218-30.4% | $67,505+8.5% |
| Participation rate | 94.7% | 71.2%+23.5pp | 77.2%+17.5pp | 71.2%+23.5pp |
| Annual return | -0.26% | 6.52%-6.8pp | 5.33%-5.6pp | 6.52%-6.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $3,255-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $0 | $3,597-100.0% | $4,867-100.0% | $3,597-100.0% |
| Admin fee / account holder | $67 | $56+19.7% | $6,992-99.0% | $56+19.7% |