Filed May 29, 1997
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 Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $129,316 |
FIDUCIENT ADVISORS LLC4 years Service code 16 · EIN 36-4001764 | Consulting | $22,217 |
BERRY DUNN6 years Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,299 | $84,045+76.5% | $77,361+91.7% | $69,255+114.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.0%+25.0pp | 69.0%+31.0pp |
| Annual return | 12.69% | 12.46%+0.2pp | 1011.54%-998.8pp | 26.73%-14.0pp |
| Employer contribution / active EE | $11,851 | $2,954+301.1% | $2,990+296.3% | $2,645+348.0% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $3,911-100.0% | $2,890-100.0% |
| Admin fee / account holder | $17 | $239-92.8% | $5,894-99.7% | $733-97.6% |