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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | $114,107 |
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,145 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $371,754 | $65,960+463.6% | $81,882+354.0% | $77,762+378.1% |
| Participation rate | 73.8% | 65.8%+8.1pp | 72.4%+1.4pp | 70.6%+3.2pp |
| Annual return | 15.90% | 26.64%-10.7pp | 779.47%-763.6pp | 31.27%-15.4pp |
| Employer contribution / active EE | $20,046 | $2,375+744.0% | $2,916+587.5% | $2,728+634.8% |
| Participant deferral / active EE | $13,452 | $3,505+283.8% | $4,323+211.2% | $4,651+189.2% |
| Admin fee / account holder | $247 | $526-53.1% | $7,360-96.6% | $433-43.0% |