Filed April 7, 1994 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: FIDELITY INVEST. INSTITUTIONAL OPS. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $65,246 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $35,554 |
CALLAN ASSOCIATES4+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $6,461 |
RUSSELL TRUST COMPANY4+ years Filed as: RUSSELL INVESTMENTS Service code 16 · EIN 91-1934665 | Consulting | $4,121 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,869-100.0% | $90,767-100.0% | $134,554-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.7%-75.7pp | 81.2%-81.2pp |
| Annual return | -94.90% | -10.99%-83.9pp | -12.16%-82.7pp | 418.46%-513.4pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,937-100.0% | $8,445-100.0% | $11,430-100.0% |