Filed July 9, 2002
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.
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS4+ years Service code 28 · EIN 20-4668732 | Investment Management | $45,000 |
TIAA2 years Service code 51 · EIN 13-1624203 | Investment Mgmt Fees | $24,929 |
STOWE & DEGON, LLC4+ years Service code 10 · EIN 04-3379904 | Accounting | $14,300 |
Filed as: FIDELITY INV INSTL OPS CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$2,016 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $153,905 | $87,173+76.6% | $59,899+156.9% | $75,289+104.4% |
| Participation rate | 97.1% | 74.5%+22.6pp | 74.7%+22.4pp | 72.4%+24.7pp |
| Annual return | -3.81% | -2.14%-1.7pp | 3.46%-7.3pp | -0.04%-3.8pp |
| Employer contribution / active EE | $7,677 | $3,473+121.0% | $2,723+182.0% | $2,405+219.2% |
| Participant deferral / active EE | $3,482 | $3,379+3.0% | $3,403+2.3% | $3,739-6.9% |
| Admin fee / account holder | $41 | $75-44.8% | $3,592-98.9% | $102-59.7% |