Filed May 23, 1996
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $120,225 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $45,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,446 | $53,236+107.5% | $86,233+28.1% | $103,975+6.2% |
| Participation rate | 50.3% | 34.4%+15.9pp | 69.0%-18.7pp | 72.5%-22.2pp |
| Annual return | 19.01% | 16.04%+3.0pp | 61.39%-42.4pp | 19.41%-0.4pp |
| Employer contribution / active EE | $636 | $1,362-53.3% | $2,504-74.6% | $3,722-82.9% |
| Participant deferral / active EE | $4,114 | $2,309+78.2% | $4,559-9.8% | $5,343-23.0% |
| Admin fee / account holder | $77 | $2,172-96.4% | $8,342-99.1% | $332-76.8% |