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 | $1,504,635 |
CALLAN ASSOCIATES6+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $231,843 |
RUSSELL TRUST COMPANY6+ years Filed as: RUSSELL INVESTMENTS Service code 16 · EIN 91-1934665 | Consulting | $157,155 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $50,345 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST CO Service code 21 · EIN 04-1867445 | Bank Trustee | $25,715 |
MERCER6+ years Service code 16 · EIN 36-2336943 | Consulting | $14,500 |
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 | $311,590 | $430,560-27.6% | $98,920+215.0% | $106,273+193.2% |
| Participation rate | 98.9% | 86.2%+12.7pp | 76.0%+22.9pp | 70.8%+28.1pp |
| Annual return | 14.56% | 17.89%-3.3pp | 196.47%-181.9pp | 21.70%-7.1pp |
| Employer contribution / active EE | $14,956 | $6,804+119.8% | $2,689+456.1% | $2,722+449.4% |
| Participant deferral / active EE | $18,367 | $9,623+90.9% | $4,245+332.7% | $4,601+299.2% |
| Admin fee / account holder | $56 | $220-74.7% | $6,643-99.2% | $78-28.9% |