Filed December 14, 1992
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 |
|---|---|---|
CAMMACK LARHETTE ADVISORS4+ years Service code 16 · EIN 20-4668732 | Consulting | $49,652 |
JONES DAY4+ years Service code 29 · EIN 34-0319085 | Legal | $30,614 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $14,800 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,200 |
Filed as: FIDELITY INV INS OPS CO INC. Service code 60 | Sub-TA Fees | $0 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,060 | $87,173-5.9% | $59,899+37.0% | $75,289+9.0% |
| Participation rate | 94.6% | 74.5%+20.1pp | 74.7%+19.9pp | 72.4%+22.2pp |
| Annual return | -2.27% | -2.14%-0.1pp | 3.46%-5.7pp | -0.04%-2.2pp |
| Employer contribution / active EE | $0 | $3,473-100.0% | $2,723-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,008 | $3,379+77.8% | $3,403+76.6% | $3,739+60.7% |
| Admin fee / account holder | $31 | $75-59.1% | $3,592-99.1% | $102-70.1% |