Filed June 4, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $378,056 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,051 |
COOK STREET CONSULTING6 years Filed as: COOK STREET CONSULTING, INC Service code 16 · EIN 84-0854432 | Consulting | $20,688 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 16 · EIN 11-3658445 | Consulting | $20,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,803 | $64,975+47.4% | $97,295-1.5% | $106,553-10.1% |
| Participation rate | 38.9% | 45.4%-6.4pp | 72.7%-33.7pp | 69.8%-30.9pp |
| Annual return | 18.58% | 15.21%+3.4pp | 75.62%-57.0pp | 17.37%+1.2pp |
| Employer contribution / active EE | $838 | $1,126-25.6% | $2,723-69.2% | $3,359-75.0% |
| Participant deferral / active EE | $1,843 | $2,466-25.3% | $4,264-56.8% | $5,562-66.9% |
| Admin fee / account holder | $55 | $69-19.7% | $5,646-99.0% | $80-30.9% |