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 |
|---|---|---|
Filed as: FIDELITY INV. INSTITUTIONAL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $2,054,241 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,373 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,775 | $46,969-21.7% | $154,110-76.1% | $73,367-49.9% |
| Participation rate | 99.8% | 72.4%+27.4pp | 83.0%+16.8pp | 69.5%+30.3pp |
| Annual return | -4.35% | 821.68%-826.0pp | 735.22%-739.6pp | 173.45%-177.8pp |
| Employer contribution / active EE | $1,741 | $1,723+1.0% | $5,298-67.1% | $2,499-30.3% |
| Participant deferral / active EE | $2,479 | $3,162-21.6% | $5,081-51.2% | $4,033-38.5% |
| Admin fee / account holder | $46 | $47-0.8% | $13,412-99.7% | $68-32.4% |