Filed November 2, 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 |
|---|---|---|
Filed as: FIDELITY INVST. INST OPS CO. INC. Service code 25 · EIN 04-2647786 | Directed Trustee | $182,832 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $16,217 |
Filed as: FIDELITY INV INTL OPERATION CO. INC Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,093 | $128,472+3.6% | $81,367+63.6% | $59,188+124.9% |
| Participation rate | 92.2% | 92.5%-0.3pp | 82.3%+9.9pp | 69.4%+22.8pp |
| Annual return | -2.51% | 1.24%-3.7pp | -0.92%-1.6pp | 5.51%-8.0pp |
| Employer contribution / active EE | $2,682 | $3,689-27.3% | $3,930-31.7% | $2,098+27.9% |
| Participant deferral / active EE | $5,556 | $6,963-20.2% | $5,383+3.2% | $3,265+70.2% |
| Admin fee / account holder | $140 | $71+96.9% | $8,926-98.4% | $92+52.3% |