Filed June 6, 1991
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $270,077 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $71,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,147 | $103,282-50.5% | $81,370-37.1% | $99,313-48.5% |
| Participation rate | 34.7% | 73.2%-38.5pp | 69.5%-34.9pp | 71.7%-37.0pp |
| Annual return | 16.11% | 15.11%+1.0pp | 24.85%-8.7pp | 17.67%-1.6pp |
| Employer contribution / active EE | $935 | $3,061-69.4% | $2,464-62.0% | $3,264-71.3% |
| Participant deferral / active EE | $1,812 | $4,549-60.2% | $3,885-53.4% | $5,346-66.1% |
| Admin fee / account holder | $94 | $78+19.2% | $5,749-98.4% | $109-14.3% |