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 MASSENA2+ years Service code 27 · EIN 93-1119723 | Advisory (Plan) | $23,777 |
Filed as: FIDELITY INV INST OPER CO, INC. Service code 21 · EIN 04-2647786 | Bank Trustee | -$6,502 |
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 | $161,965 | $107,045+51.3% | $108,745+48.9% | $63,975+153.2% |
| Participation rate | 88.0% | 81.9%+6.1pp | 77.7%+10.3pp | 71.1%+16.9pp |
| Annual return | 7.84% | 18.14%-10.3pp | 46.22%-38.4pp | 48.65%-40.8pp |
| Employer contribution / active EE | $577 | $2,651-78.3% | $3,323-82.7% | $2,182-73.6% |
| Participant deferral / active EE | $8,492 | $4,292+97.9% | $5,121+65.8% | $3,356+153.0% |
| Admin fee / account holder | $21 | $67-68.5% | $6,144-99.7% | $70-69.9% |