Filed December 29, 2011 (most recent of 4 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 INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,127,442 |
SYSCO CORPORATION1+ years Service code 14 · EIN 74-1648137 | Plan Administrator | $141,297 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $75,325 |
SIMPLYCONNECT CONSULTING, LLC1+ years Service code 49 4206 BOULDER DR · ALLEN, TX 750022785 | Other Services | $11,074 |
MERCER1+ years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $7,218 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,560 | $69,651-23.1% | $94,229-43.2% | $69,651-23.1% |
| Participation rate | 96.3% | 66.6%+29.7pp | 78.8%+17.5pp | 66.6%+29.7pp |
| Annual return | 1.70% | 53.77%-52.1pp | 10.68%-9.0pp | 53.77%-52.1pp |
| Employer contribution / active EE | $3,266 | $2,241+45.8% | $3,587-9.0% | $2,241+45.8% |
| Participant deferral / active EE | $3,476 | $3,635-4.4% | $4,320-19.5% | $3,635-4.4% |
| Admin fee / account holder | $52 | $63-18.5% | $6,269-99.2% | $63-18.5% |