Filed November 13, 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 25 · EIN 04-2647786 | Directed Trustee | $113,082 |
MERCER5 years Filed as: MERCER INVESTMENT LLC Service code 16 · EIN 13-2834414 | Consulting | $92,839 |
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 | $252,093 | $112,582+123.9% | $105,624+138.7% | $200,096+26.0% |
| Participation rate | 96.1% | 86.3%+9.8pp | 75.3%+20.8pp | 72.0%+24.0pp |
| Annual return | 17.67% | 15.58%+2.1pp | 116.20%-98.5pp | 34.26%-16.6pp |
| Employer contribution / active EE | $11,666 | $4,580+154.7% | $3,168+268.3% | $3,038+284.0% |
| Participant deferral / active EE | $12,998 | $6,655+95.3% | $5,013+159.3% | $5,090+155.4% |
| Admin fee / account holder | $90 | $107-16.3% | $10,961-99.2% | $269-66.7% |