Filed April 29, 2002
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 25 · EIN 04-2647786 | Directed Trustee | $1,011,074 |
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 | $96,667 | $96,807-0.1% | $165,100-41.4% | $106,553-9.3% |
| Participation rate | 95.4% | 79.1%+16.3pp | 78.6%+16.7pp | 69.8%+25.5pp |
| Annual return | 15.63% | 17.39%-1.8pp | 70.21%-54.6pp | 17.37%-1.7pp |
| Employer contribution / active EE | $3,889 | $2,888+34.7% | $4,348-10.6% | $3,359+15.8% |
| Participant deferral / active EE | $6,871 | $5,055+35.9% | $6,035+13.8% | $5,562+23.5% |
| Admin fee / account holder | $47 | $66-29.2% | $12,696-99.6% | $80-41.6% |