Filed June 19, 1998 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $944,989 |
Service code 27 · EIN 81-5358976 | Advisory (Plan) | $50,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,838 | $57,150-68.8% | $93,654-81.0% | $106,408-83.2% |
| Participation rate | 77.1% | 49.1%+28.0pp | 68.7%+8.4pp | 69.9%+7.2pp |
| Annual return | 14.39% | 15.81%-1.4pp | 133.34%-118.9pp | 17.37%-3.0pp |
| Employer contribution / active EE | $363 | $1,015-64.2% | $2,421-85.0% | $3,361-89.2% |
| Participant deferral / active EE | $2,415 | $1,853+30.4% | $4,413-45.3% | $5,567-56.6% |
| Admin fee / account holder | $76 | $64+17.5% | $8,282-99.1% | $79-4.5% |