Filed September 28, 1999 (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.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $133,272 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $344,305 | $167,668+105.3% | $100,415+242.9% | $106,553+223.1% |
| Participation rate | 97.2% | 87.6%+9.6pp | 81.5%+15.6pp | 69.8%+27.3pp |
| Annual return | 13.73% | 18.33%-4.6pp | 49.47%-35.7pp | 17.37%-3.6pp |
| Employer contribution / active EE | $4,754 | $4,908-3.1% | $3,943+20.6% | $3,359+41.5% |
| Participant deferral / active EE | $12,317 | $11,427+7.8% | $8,091+52.2% | $5,562+121.4% |
| Admin fee / account holder | $388 | $94+313.2% | $7,906-95.1% | $80+386.7% |