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 | $69,633 |
CALLAN ASSOCIATES2 years Filed as: CALLAN LLC Service code 16 · EIN 82-2748926 | Consulting | $11,060 |
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 | $386,160 | $49,763+676.0% | $70,589+447.1% | $74,478+418.5% |
| Participation rate | 98.2% | 64.6%+33.6pp | 68.4%+29.9pp | 70.7%+27.5pp |
| Annual return | 17.58% | 21.21%-3.6pp | 32.80%-15.2pp | 34.37%-16.8pp |
| Employer contribution / active EE | $9,729 | $1,776+448.0% | $2,977+226.8% | $2,637+269.0% |
| Participant deferral / active EE | $21,501 | $3,379+536.3% | $4,569+370.5% | $4,530+374.6% |
| Admin fee / account holder | $102 | $316-67.8% | $6,430-98.4% | $347-70.7% |