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 | $6,832,359 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT Service code 10 · EIN 33-0905143 | Accounting | $4,000 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $1,502 |
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 | $72,223 | $90,672-20.3% | $125,401-42.4% | $89,433-19.2% |
| Participation rate | 95.2% | 72.3%+22.9pp | 82.4%+12.8pp | 71.3%+23.9pp |
| Annual return | -13.73% | -6.42%-7.3pp | 572.53%-586.3pp | -11.88%-1.8pp |
| Employer contribution / active EE | $2,719 | $3,032-10.3% | $4,816-43.5% | $3,021-10.0% |
| Participant deferral / active EE | $6,379 | $7,210-11.5% | $7,448-14.4% | $5,125+24.5% |
| Admin fee / account holder | $27 | $69-61.5% | $10,008-99.7% | $79-66.5% |