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 | $94,384 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $29,491 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $14,052 |
MERCER1+ years Service code 16 · EIN 36-2336943 | Consulting | $9,000 |
RUSSELL TRUST COMPANY1+ years Filed as: RUSSELL INVESTMENTS Service code 16 · EIN 91-1934665 | Consulting | $3,866 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,345 | $96,403+7.2% | $93,621+10.4% | $77,775+32.9% |
| Participation rate | 97.3% | 87.6%+9.6pp | 75.8%+21.4pp | 73.2%+24.1pp |
| Annual return | 19.25% | 39.36%-20.1pp | 32.76%-13.5pp | 32.58%-13.3pp |
| Employer contribution / active EE | $10,777 | $3,616+198.1% | $2,719+296.4% | $2,504+330.4% |
| Participant deferral / active EE | $0 | $5,341-100.0% | $4,070-100.0% | $3,966-100.0% |
| Admin fee / account holder | $52 | $90-41.8% | $7,890-99.3% | $100-47.9% |