Filed December 12, 2014 (most recent of 2 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $89,092 |
CALLAN ASSOCIATES3 years Filed as: CALLAN LLC Service code 16 · EIN 82-2748926 | Consulting | $48,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $419,685 | $55,458+656.8% | $76,030+452.0% | $77,762+439.7% |
| Participation rate | 98.2% | 63.6%+34.6pp | 69.1%+29.2pp | 70.6%+27.6pp |
| Annual return | 13.94% | 17.10%-3.2pp | 361.54%-347.6pp | 31.27%-17.3pp |
| Employer contribution / active EE | $10,315 | $1,792+475.5% | $2,688+283.8% | $2,728+278.1% |
| Participant deferral / active EE | $23,046 | $3,454+567.1% | $4,257+441.3% | $4,651+395.5% |
| Admin fee / account holder | $143 | $411-65.2% | $6,421-97.8% | $433-67.0% |