Filed December 23, 1992
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 | $229,949 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $126,466 |
MARQUETTE ASSOCIATES3 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $85,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $55,125 |
JACKSON LEWIS P.C.1 year Service code 16 · EIN 46-3862389 | Consulting | $13,443 |
ALLIED PRINTING COMPANY1 year Filed as: ALLIED PRINTING CO., INC. Service code 49 · EIN 38-1413441 | Other Services | $8,320 |
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 | $112,445 | $110,258+2.0% | $102,460+9.7% | $200,096-43.8% |
| Participation rate | 95.8% | 86.3%+9.5pp | 76.5%+19.3pp | 72.0%+23.8pp |
| Annual return | 14.34% | 35.78%-21.4pp | 29.47%-15.1pp | 34.26%-19.9pp |
| Employer contribution / active EE | $4,269 | $3,605+18.4% | $3,025+41.1% | $3,038+40.5% |
| Participant deferral / active EE | $5,777 | $6,377-9.4% | $5,056+14.3% | $5,090+13.5% |
| Admin fee / account holder | $131 | $122+7.3% | $9,460-98.6% | $269-51.3% |