Filed May 14, 1998 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $298,957 |
SAGEWORTH TRUST COMPANY1 year Filed as: SAGE WORTH Service code 16 · EIN 23-3089620 | Consulting | $150,973 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,558 |
SMITH & DOWNEY9 years Filed as: SMITH AND DOWNEY Service code 16 · EIN 52-1839270 | Consulting | $12,485 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported that benefits due were not provided when due.
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 | $54,323 | $76,209-28.7% | $81,370-33.2% | $200,096-72.9% |
| Participation rate | 96.9% | 76.4%+20.6pp | 69.5%+27.4pp | 72.0%+24.9pp |
| Annual return | 14.99% | 15.55%-0.6pp | 24.85%-9.9pp | 34.26%-19.3pp |
| Employer contribution / active EE | $2,309 | $2,807-17.8% | $2,464-6.3% | $3,038-24.0% |
| Participant deferral / active EE | $4,583 | $4,210+8.9% | $3,885+18.0% | $5,090-10.0% |
| Admin fee / account holder | $103 | $146-29.1% | $5,749-98.2% | $269-61.6% |