Filed December 17, 2001
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.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INSTITUTIONAL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $2,632,241 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $876,614 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,909 | $73,283-8.7% | $155,556-57.0% | $106,553-37.2% |
| Participation rate | 99.2% | 73.3%+25.9pp | 78.2%+20.9pp | 69.8%+29.3pp |
| Annual return | 18.17% | 15.76%+2.4pp | 64.84%-46.7pp | 17.37%+0.8pp |
| Employer contribution / active EE | $2,331 | $2,241+4.0% | $4,675-50.1% | $3,359-30.6% |
| Participant deferral / active EE | $4,429 | $4,567-3.0% | $5,631-21.3% | $5,562-20.4% |
| Admin fee / account holder | $52 | $56-6.2% | $15,885-99.7% | $80-34.2% |