Filed April 24, 1995 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $349,072 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $98,809 |
Filed as: FIDELITY INVESTMENTS INSTITUATIONAL Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,206 | $110,258+0.9% | $102,460+8.5% | $200,096-44.4% |
| Participation rate | 99.3% | 86.3%+12.9pp | 76.5%+22.7pp | 72.0%+27.2pp |
| Annual return | 17.42% | 35.78%-18.4pp | 29.47%-12.0pp | 34.26%-16.8pp |
| Employer contribution / active EE | $5,230 | $3,605+45.1% | $3,025+72.9% | $3,038+72.2% |
| Participant deferral / active EE | $7,942 | $6,377+24.5% | $5,056+57.1% | $5,090+56.0% |
| Admin fee / account holder | $85 | $122-30.2% | $9,460-99.1% | $269-68.3% |