Filed February 28, 1996
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 Filed as: FIDELITY INVEST INST OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $131,304 |
HARBOR7 years Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 27 · EIN 90-0497525 | Advisory (Plan) | $102,000 |
WINDHAM BRANNON10+ years Service code 10 · EIN 58-1763439 3630 PEACHTREE RD, NE, SUITE 600 · ATLANTA, GA 30326 | Accounting | $21,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,585 | $53,136-66.9% | $155,509-88.7% | $199,593-91.2% |
| Participation rate | 58.7% | 64.1%-5.4pp | 78.2%-19.5pp | 72.0%-13.3pp |
| Annual return | 9.83% | 41.15%-31.3pp | 64.67%-54.8pp | 34.25%-24.4pp |
| Employer contribution / active EE | $5 | $1,851-99.7% | $4,672-99.9% | $3,034-99.8% |
| Participant deferral / active EE | $1,644 | $3,161-48.0% | $5,626-70.8% | $5,087-67.7% |
| Admin fee / account holder | $60 | $185-67.8% | $15,912-99.6% | $269-77.8% |