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 | $844,724 |
CALLAN ASSOCIATES9+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $266,697 |
RUSSELL TRUST COMPANY9+ years Filed as: RUSSELL INVESTMENTS Service code 16 · EIN 91-1934665 | Consulting | $181,464 |
RSM US LLP9+ years Service code 10 · EIN 42-0714325 | Accounting | $89,825 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK AND TRUST CO Service code 21 · EIN 04-1867445 | Bank Trustee | $38,194 |
ERISA ADVISORY GROUP1 year Service code 16 · EIN 45-2841488 | Consulting | $7,597 |
Filed as: FIDELITY INVEST. INSTIT. OPS CO. Service code 60 | Sub-TA Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,955 | $225,491+53.9% | $98,462+252.4% | $96,393+259.9% |
| Participation rate | 99.3% | 87.3%+12.0pp | 75.2%+24.1pp | 71.3%+28.0pp |
| Annual return | 17.81% | 19.53%-1.7pp | 21.20%-3.4pp | 22.88%-5.1pp |
| Employer contribution / active EE | $17,391 | $8,386+107.4% | $3,049+470.4% | $3,239+437.0% |
| Participant deferral / active EE | $17,777 | $10,872+63.5% | $4,738+275.2% | $5,455+225.9% |
| Admin fee / account holder | $37 | $87-58.0% | $8,875-99.6% | $74-50.5% |