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 | $761,466 |
BAKER & HOSTETLER LLP3 years Service code 29 · EIN 34-0082025 | Legal | $29,217 |
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 | $126,209 | $118,441+6.6% | $151,634-16.8% | $89,433+41.1% |
| Participation rate | 94.7% | 88.0%+6.8pp | 87.5%+7.2pp | 71.3%+23.5pp |
| Annual return | -4.78% | -9.10%+4.3pp | 3.32%-8.1pp | -11.88%+7.1pp |
| Employer contribution / active EE | $3,284 | $4,770-31.2% | $6,165-46.7% | $3,021+8.7% |
| Participant deferral / active EE | $5,499 | $7,648-28.1% | $8,363-34.2% | $5,125+7.3% |
| Admin fee / account holder | $13 | $90-85.8% | $11,614-99.9% | $79-84.0% |