Filed November 2, 1995
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 Filed as: FIDELITY INV INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $589,892 |
BAKER & HOSTETLER LLP5 years Service code 29 · EIN 34-0082025 | Legal | $93,040 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $163,836 | $152,104+7.7% | $184,256-11.1% | $106,553+53.8% |
| Participation rate | 94.5% | 85.9%+8.6pp | 86.8%+7.7pp | 69.8%+24.6pp |
| Annual return | 26.74% | 20.70%+6.0pp | 28.85%-2.1pp | 17.37%+9.4pp |
| Employer contribution / active EE | $3,456 | $5,326-35.1% | $6,427-46.2% | $3,359+2.9% |
| Participant deferral / active EE | $5,877 | $8,559-31.3% | $9,133-35.7% | $5,562+5.7% |
| Admin fee / account holder | $9 | $103-91.2% | $13,899-99.9% | $80-88.7% |