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 |
|---|---|---|
Filed as: FIDELITY INV INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $191,288 |
BAKER & HOSTETLER LLP2 years Service code 29 · EIN 34-0082025 | Legal | $11,299 |
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 | $147,845 | $143,889+2.7% | $189,534-22.0% | $106,520+38.8% |
| Participation rate | 94.0% | 89.1%+4.9pp | 87.8%+6.2pp | 71.3%+22.7pp |
| Annual return | 15.01% | 17.38%-2.4pp | 555.39%-540.4pp | 19.28%-4.3pp |
| Employer contribution / active EE | $3,238 | $4,416-26.7% | $6,162-47.4% | $2,840+14.0% |
| Participant deferral / active EE | $5,380 | $7,575-29.0% | $8,220-34.5% | $4,948+8.7% |
| Admin fee / account holder | $3 | $98-96.7% | $12,049-100.0% | $75-95.7% |