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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,539,623 |
CALLAN LLC7+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $237,053 |
RUSSELL TRUST COMPANY7+ years Filed as: RUSSELL INVESTMENTS Service code 16 · EIN 91-1934665 | Consulting | $159,097 |
RSM US LLP7+ years Service code 10 · EIN 42-0714325 | Accounting | $48,615 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST CO Service code 21 · EIN 04-1867445 | Bank Trustee | $35,569 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,270 | $239,209+46.4% | $106,548+228.7% | $106,520+228.8% |
| Participation rate | 98.7% | 89.6%+9.1pp | 76.1%+22.5pp | 71.3%+27.4pp |
| Annual return | 14.13% | 17.49%-3.4pp | 26.80%-12.7pp | 19.28%-5.2pp |
| Employer contribution / active EE | $14,274 | $6,641+114.9% | $2,819+406.4% | $2,840+402.5% |
| Participant deferral / active EE | $18,960 | $9,673+96.0% | $4,398+331.1% | $4,948+283.2% |
| Admin fee / account holder | $54 | $95-42.7% | $7,407-99.3% | $75-27.0% |