Filed May 13, 1994 (most recent of 2 filings on file)
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 |
|---|---|---|
ARNERICH MASSENA1+ years Service code 27 · EIN 93-1119723 | Advisory (Plan) | $39,486 |
D'AMATO & MALONEY, LLP1+ years Filed as: D'AMATO AND MALONEY, LLP Service code 29 · EIN 26-3458324 | Legal | $17,703 |
Filed as: FIDELITY INV INST OPER CO, INC. Service code 21 · EIN 04-2647786 | Bank Trustee | -$20,236 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,414 | $99,628+51.0% | $105,218+43.0% | $59,188+154.1% |
| Participation rate | 86.4% | 80.5%+5.9pp | 77.2%+9.1pp | 69.4%+16.9pp |
| Annual return | 0.14% | 3.21%-3.1pp | 5.33%-5.2pp | 5.51%-5.4pp |
| Employer contribution / active EE | $514 | $2,454-79.1% | $3,255-84.2% | $2,098-75.5% |
| Participant deferral / active EE | $7,965 | $4,189+90.1% | $4,867+63.7% | $3,265+144.0% |
| Admin fee / account holder | $27 | $62-56.2% | $6,992-99.6% | $92-70.3% |