Filed February 26, 1996
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.
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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $102,873 |
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 37 · EIN 04-2647786 | Loan Processing | $82,649 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,227 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $250,662 | $112,711+122.4% | $170,055+47.4% | $80,187+212.6% |
| Participation rate | 91.2% | 87.4%+3.8pp | 87.0%+4.2pp | 72.9%+18.3pp |
| Annual return | 22.54% | 67.06%-44.5pp | 53.43%-30.9pp | 40.40%-17.9pp |
| Employer contribution / active EE | $7,806 | $4,488+73.9% | $6,790+15.0% | $2,980+162.0% |
| Participant deferral / active EE | $20,729 | $7,861+163.7% | $10,410+99.1% | $5,016+313.2% |
| Admin fee / account holder | $109 | $99+9.4% | $12,828-99.2% | $145-25.0% |