Filed September 16, 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,533,555 |
CALLAN ASSOCIATES4+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $228,460 |
RUSSELL TRUST COMPANY4+ years Filed as: RUSSELL INVESTMENTS Service code 16 · EIN 91-1659779 | Consulting | $147,972 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $41,208 |
Filed as: FIDELITY INVEST. INSTIT. OPS CO. Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $226,347 | $173,253+30.6% | $80,022+182.9% | $73,367+208.5% |
| Participation rate | 98.8% | 88.8%+10.0pp | 75.8%+23.0pp | 69.5%+29.3pp |
| Annual return | -5.94% | -2.12%-3.8pp | 11.22%-17.2pp | 173.45%-179.4pp |
| Employer contribution / active EE | $13,929 | $6,338+119.7% | $2,468+464.4% | $2,499+457.4% |
| Participant deferral / active EE | $14,575 | $8,893+63.9% | $3,686+295.4% | $4,033+261.4% |
| Admin fee / account holder | $52 | $90-42.6% | $6,521-99.2% | $68-24.6% |