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 | $1,732,239 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK, N.A TRUST OPS Service code 28 · EIN 95-3692822 | Investment Management | $341,121 |
SYSCO CORPORATION3+ years Service code 10 · EIN 74-1648137 | Accounting | $116,027 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING INC. Service code 72 · EIN 13-3036745 | Other investment fees and expenses | $35,000 |
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 49 · EIN 13-3036745 | Other Services | $8,780 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,060 | $79,240-12.8% | $117,861-41.4% | $80,976-14.7% |
| Participation rate | 94.3% | 68.1%+26.2pp | 79.7%+14.7pp | 68.3%+26.1pp |
| Annual return | 19.36% | 34.09%-14.7pp | 335.11%-315.7pp | 22.91%-3.6pp |
| Employer contribution / active EE | $3,284 | $2,142+53.3% | $3,786-13.3% | $2,402+36.7% |
| Participant deferral / active EE | $4,111 | $3,102+32.6% | $4,482-8.3% | $3,848+6.8% |
| Admin fee / account holder | $48 | $65-26.7% | $8,021-99.4% | $67-29.3% |