Filed December 18, 1992
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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $160,364 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $38,015 |
Filed as: FIDELITY INV. INST. OPE. CO., INC. Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,232 | $96,381-51.0% | $140,019-66.3% | $73,367-35.6% |
| Participation rate | 99.9% | 90.1%+9.8pp | 87.5%+12.4pp | 69.5%+30.4pp |
| Annual return | -1.47% | -4.30%+2.8pp | 651.19%-652.7pp | 173.45%-174.9pp |
| Employer contribution / active EE | $381 | $4,168-90.9% | $5,605-93.2% | $2,499-84.8% |
| Participant deferral / active EE | $570 | $6,186-90.8% | $6,927-91.8% | $4,033-85.9% |
| Admin fee / account holder | -$7 | $100-107.1% | $10,705-100.1% | $68-110.3% |