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 | $1,369,360 |
CALLAN ASSOCIATES5+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $346,025 |
RUSSELL TRUST COMPANY5+ years Filed as: RUSSELL INVESTMENTS Service code 16 · EIN 91-1934665 | Consulting | $153,048 |
Filed as: STATE STREET BANK AND TRUST CO Service code 21 · EIN 04-1867445 | Bank Trustee | $90,925 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $42,032 |
MERCER5+ years Service code 16 · EIN 36-2336943 | Consulting | $7,500 |
Filed as: FIDELITY INVEST. INSTIT. OPS CO. Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $274,624 | $201,404+36.4% | $93,621+193.3% | $89,609+206.5% |
| Participation rate | 98.2% | 87.5%+10.7pp | 75.8%+22.4pp | 69.6%+28.6pp |
| Annual return | 20.51% | 23.05%-2.5pp | 32.76%-12.2pp | 33.65%-13.1pp |
| Employer contribution / active EE | $14,120 | $6,528+116.3% | $2,719+419.4% | $2,584+446.4% |
| Participant deferral / active EE | $16,782 | $9,208+82.3% | $4,070+312.4% | $4,222+297.5% |
| Admin fee / account holder | $49 | $89-44.8% | $7,890-99.4% | $72-31.2% |