Filed December 23, 1992
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 INVST INSTNL OPRTN CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $6,627,642 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $1,620 |
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 | $76,096 | $81,961-7.2% | $141,200-46.1% | $89,609-15.1% |
| Participation rate | 96.0% | 64.9%+31.1pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 27.59% | 36.14%-8.5pp | 71.41%-43.8pp | 33.65%-6.1pp |
| Employer contribution / active EE | $2,735 | $2,268+20.6% | $4,736-42.3% | $2,584+5.8% |
| Participant deferral / active EE | $5,992 | $5,316+12.7% | $6,710-10.7% | $4,222+41.9% |
| Admin fee / account holder | $34 | $68-49.8% | $10,265-99.7% | $72-52.3% |