Filed September 9, 1997 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST Service code 11 · EIN 04-3275867 | Actuarial | $256,271 |
AMERICAN FUNDS4 years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLAZA · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $127,219 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 82-3967259 | Securities Custodian | $57,208 |
ARMANINO LLP1 year Service code 10 · EIN 33-2514127 | Accounting | $9,188 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 10.35% | 5.34%+5.0pp | 9.17%+1.2pp | 9.30%+1.1pp |
| Employer contribution / active EE | $5,023 | $9,329-46.2% | $40,523-87.6% | $12,551-60.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |