Filed August 3, 1998
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 CO Service code 17 · EIN 04-2723880 | Pension Consulting | $1,526,152 |
BDO USA, LLP4 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $20,750 |
INDEPENDENT FINANCIAL PARTNERS8+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $14,000 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $732,694-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | -8.13% | 2.78%-10.9pp | -15.18%+7.1pp | 2.78%-10.9pp |
| Employer contribution / active EE | $44,372 | $15,276+190.5% | $53,321-16.8% | $15,276+190.5% |
| Participant deferral / active EE | $0 | $691-100.0% | $0 | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |