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 |
|---|---|---|
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $9,890 |
Filed as: FIDELITY INVESTMENTS INST. OPS Service code 16 · EIN 04-2647786 | Consulting | $3,327 |
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,262 | $105,869-66.7% | $90,767-61.2% | $134,554-73.8% |
| Participation rate | 83.3% | 78.3%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -13.71% | -10.99%-2.7pp | -12.16%-1.6pp | 418.46%-432.2pp |
| 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 | $40 | $13,937-99.7% | $8,445-99.5% | $11,430-99.7% |