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 | $2,419,605 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $143,894 |
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 | $72,051 | $68,062+5.9% | $185,854-61.2% | $106,520-32.4% |
| Participation rate | 99.3% | 75.2%+24.0pp | 81.7%+17.5pp | 71.3%+27.9pp |
| Annual return | 16.52% | 18.20%-1.7pp | 122.12%-105.6pp | 19.28%-2.8pp |
| Employer contribution / active EE | $2,150 | $1,997+7.6% | $5,169-58.4% | $2,840-24.3% |
| Participant deferral / active EE | $4,325 | $3,990+8.4% | $5,569-22.3% | $4,948-12.6% |
| Admin fee / account holder | $43 | $53-17.6% | $16,246-99.7% | $75-41.7% |