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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $85,730 |
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 16 · EIN 82-2748926 | Consulting | $42,695 |
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 | $341,647 | $44,764+663.2% | $68,815+396.5% | $64,829+427.0% |
| Participation rate | 98.5% | 64.8%+33.7pp | 69.0%+29.5pp | 71.5%+27.0pp |
| Annual return | -14.79% | -10.91%-3.9pp | -6.37%-8.4pp | 32.85%-47.6pp |
| Employer contribution / active EE | $9,297 | $1,775+423.7% | $2,656+250.0% | $2,507+270.8% |
| Participant deferral / active EE | $21,038 | $3,238+549.7% | $3,943+433.6% | $4,312+387.9% |
| Admin fee / account holder | $136 | $151-9.9% | $4,936-97.2% | $188-27.4% |