Filed January 25, 1999
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 | $2,657,173 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $962,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,852 | $57,150-47.8% | $93,727-68.2% | $106,553-72.0% |
| Participation rate | 38.5% | 49.1%-10.6pp | 68.7%-30.2pp | 69.8%-31.3pp |
| Annual return | 15.34% | 15.81%-0.5pp | 133.83%-118.5pp | 17.37%-2.0pp |
| Employer contribution / active EE | $832 | $1,015-18.1% | $2,421-65.7% | $3,359-75.2% |
| Participant deferral / active EE | $1,536 | $1,853-17.1% | $4,417-65.2% | $5,562-72.4% |
| Admin fee / account holder | $22 | $64-65.7% | $8,292-99.7% | $80-72.3% |