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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPS CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $913,358 |
CALLAN ASSOCIATES10+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $274,070 |
RUSSELL TRUST COMPANY10+ years Filed as: RUSSELL INVESTMENTS Service code 16 · EIN 91-1934665 | Consulting | $190,633 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK AND TRUST CO Service code 21 · EIN 04-1867445 | Bank Trustee | $21,239 |
MERCER10+ years Service code 11 · EIN 36-2336943 | Actuarial | $7,987 |
RSM US LLP10+ years Service code 10 · EIN 42-0714325 | Accounting | $7,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years 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 | $396,184 | $244,991+61.7% | $105,624+275.1% | $106,553+271.8% |
| Participation rate | 98.9% | 88.4%+10.5pp | 75.3%+23.6pp | 69.8%+29.0pp |
| Annual return | 14.08% | 13.48%+0.6pp | 116.20%-102.1pp | 17.37%-3.3pp |
| Employer contribution / active EE | $18,226 | $8,816+106.7% | $3,168+475.4% | $3,359+442.6% |
| Participant deferral / active EE | $19,468 | $11,442+70.1% | $5,013+288.4% | $5,562+250.0% |
| Admin fee / account holder | $36 | $88-59.1% | $10,961-99.7% | $80-54.8% |