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 | $993,351 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA RETIREMENT SERVICES Service code 14 · EIN 56-0906609 | Plan Administrator | $94,274 |
CALLAN ASSOCIATES3+ years Service code 27 · EIN 94-2192581 | Advisory (Plan) | $35,274 |
MORRIS DAVIS CHAN & TAN LLP3+ years Service code 10 · EIN 94-2214860 | Accounting | $32,400 |
CLASSIC GRAPHICS1 year Filed as: CLASSIC GRAPHICS, LLC Service code 36 · EIN 56-1418668 | Participant communication; Copying an... | $11,108 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA PERSONNEL CENTER Service code 14 · EIN 56-0906609 | Plan Administrator | $10,269 |
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 | $92,853 | $177,276-47.6% | $115,752-19.8% | $177,276-47.6% |
| Participation rate | 93.2% | 74.8%+18.4pp | 77.8%+15.5pp | 74.8%+18.4pp |
| Annual return | 16.78% | 21.25%-4.5pp | 19.41%-2.6pp | 21.25%-4.5pp |
| Employer contribution / active EE | $0 | $2,479-100.0% | $3,492-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $5,204-100.0% | $3,881-100.0% |
| Admin fee / account holder | $88 | $154-42.6% | $6,278-98.6% | $154-42.6% |