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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INTS. OP. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $423,926 |
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $247,979 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS,LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $137,500 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $29,665 |
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 | $196,296 | $110,258+78.0% | $102,460+91.6% | $200,096-1.9% |
| Participation rate | 96.7% | 86.3%+10.4pp | 76.5%+20.2pp | 72.0%+24.6pp |
| Annual return | 16.99% | 35.78%-18.8pp | 29.47%-12.5pp | 34.26%-17.3pp |
| Employer contribution / active EE | $8,508 | $3,605+136.0% | $3,025+181.2% | $3,038+180.1% |
| Participant deferral / active EE | $10,985 | $6,377+72.3% | $5,056+117.3% | $5,090+115.8% |
| Admin fee / account holder | $119 | $122-2.8% | $9,460-98.7% | $269-55.8% |