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 | $535,995 |
BAKER & HOSTETLER LLP4 years Service code 29 · EIN 34-0082025 | Legal | $33,637 |
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 | $139,885 | $135,240+3.4% | $170,055-17.7% | $96,393+45.1% |
| Participation rate | 94.1% | 86.5%+7.6pp | 87.0%+7.1pp | 71.3%+22.8pp |
| Annual return | 20.84% | 22.04%-1.2pp | 53.43%-32.6pp | 22.88%-2.0pp |
| Employer contribution / active EE | $3,283 | $5,029-34.7% | $6,790-51.7% | $3,239+1.4% |
| Participant deferral / active EE | $5,515 | $8,138-32.2% | $10,410-47.0% | $5,455+1.1% |
| Admin fee / account holder | $8 | $85-90.3% | $12,828-99.9% | $74-88.9% |