Filed December 3, 1999
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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $38,924 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,179 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $557 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $3,315,223 | $58,311+5585.4% | $81,882+3948.8% | $80,959+3994.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.47% | 41.85%-29.4pp | 779.47%-767.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $35,037 | $2,347+1393.1% | $2,916+1101.5% | $2,757+1170.8% |
| Participant deferral / active EE | $313 | $3,287-90.5% | $4,323-92.8% | $4,300-92.7% |
| Admin fee / account holder | $463 | $4,752-90.3% | $7,360-93.7% | $6,925-93.3% |