Filed November 21, 1994
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 | $1,847 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,636 | $79,171-15.8% | $102,423-34.9% | $74,495-10.5% |
| Participation rate | 80.0% | 74.8%+5.2pp | 76.5%+3.5pp | 67.2%+12.8pp |
| Annual return | 12.81% | 54.93%-42.1pp | 29.32%-16.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $652 | $2,362-72.4% | $3,023-78.4% | $2,623-75.1% |
| Participant deferral / active EE | $3,085 | $4,415-30.1% | $5,053-38.9% | $4,346-29.0% |
| Admin fee / account holder | $10 | $2,001-99.5% | $9,451-99.9% | $1,942-99.5% |