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 | $2,580,764 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $886,965 |
HPG1 year Service code 16 · EIN 56-1415202 | Consulting | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,650 | $68,330-11.2% | $149,740-59.5% | $96,393-37.1% |
| Participation rate | 99.1% | 74.6%+24.5pp | 78.8%+20.3pp | 71.3%+27.8pp |
| Annual return | 5.90% | 29.64%-23.7pp | 134.51%-128.6pp | 22.88%-17.0pp |
| Employer contribution / active EE | $2,361 | $2,139+10.4% | $4,821-51.0% | $3,239-27.1% |
| Participant deferral / active EE | $4,532 | $4,422+2.5% | $5,683-20.3% | $5,455-16.9% |
| Admin fee / account holder | $55 | $52+5.4% | $13,222-99.6% | $74-25.8% |