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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 15 · EIN 04-2647786 | Recordkeeping | $1,367,369 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA RETIREMENT SERVICES Service code 14 · EIN 56-0906609 | Plan Administrator | $92,274 |
MORRIS DAVIS CHAN & TAN LLP2+ years Service code 10 · EIN 94-2214860 | Accounting | $32,400 |
CALLAN ASSOCIATES2+ years Service code 27 · EIN 94-2192581 | Advisory (Plan) | $25,249 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA PERSONNEL CENTER Service code 14 · EIN 56-0906609 | Plan Administrator | $14,851 |
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 | $79,907 | $92,813-13.9% | $108,745-26.5% | $65,292+22.4% |
| Participation rate | 94.0% | 84.5%+9.5pp | 77.7%+16.3pp | 72.4%+21.6pp |
| Annual return | 9.66% | 14.67%-5.0pp | 46.22%-36.6pp | 11.84%-2.2pp |
| Employer contribution / active EE | $0 | $3,016-100.0% | $3,323-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $0 | $5,191-100.0% | $5,121-100.0% | $3,579-100.0% |
| Admin fee / account holder | $107 | $56+90.8% | $6,144-98.3% | $57+86.8% |