Filed November 26, 2001
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 INV. INTS. OP. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $271,242 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $116,090 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLB ADVISOR TRUST COM Service code 49 · EIN 81-4017137 | Other Services | $79,662 |
FIDUCIARYVEST LLC1 year Filed as: FIDUCIARYVEST, LLC Service code 27 · EIN 20-2217636 | Advisory (Plan) | $48,461 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $36,989 |
Filed as: RESOURCES GLOBAL PROFESSIONALS Service code 10 · EIN 33-0832424 | Accounting | $9,254 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,660 | $96,261+8.7% | $76,768+36.3% | $68,904+51.9% |
| Participation rate | 96.9% | 87.0%+9.9pp | 77.0%+20.0pp | 74.1%+22.8pp |
| Annual return | -7.89% | -0.85%-7.0pp | 2.43%-10.3pp | 1.07%-9.0pp |
| Employer contribution / active EE | $7,249 | $3,303+119.5% | $2,485+191.7% | $2,540+185.4% |
| Participant deferral / active EE | $8,990 | $5,537+62.4% | $3,852+133.4% | $4,015+123.9% |
| Admin fee / account holder | $53 | $73-27.8% | $6,676-99.2% | $71-26.2% |