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 | $625,089 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA RETIREMENT SERVICES Service code 14 · EIN 56-0906609 | Plan Administrator | $7,879 |
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 | $86,012 | $93,094-7.6% | $106,387-19.2% | $68,904+24.8% |
| Participation rate | 92.6% | 83.9%+8.7pp | 77.5%+15.2pp | 74.1%+18.5pp |
| Annual return | -4.54% | -2.12%-2.4pp | 0.25%-4.8pp | 1.07%-5.6pp |
| Employer contribution / active EE | $0 | $3,237-100.0% | $3,520-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $0 | $5,445-100.0% | $5,421-100.0% | $4,015-100.0% |
| Admin fee / account holder | $50 | $85-41.0% | $7,510-99.3% | $71-29.5% |