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 |
|---|---|---|
Filed as: FIDELITY INV INST OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $15,598 |
ARNERICH MASSENA3+ years Service code 50 · EIN 93-1119723 | Direct Payment | $13,558 |
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 | $185,840 | $117,734+57.8% | $115,752+60.6% | $77,958+138.4% |
| Participation rate | 88.4% | 82.0%+6.4pp | 77.8%+10.6pp | 71.6%+16.8pp |
| Annual return | 18.11% | 17.65%+0.5pp | 19.41%-1.3pp | 20.87%-2.8pp |
| Employer contribution / active EE | $722 | $2,736-73.6% | $3,492-79.3% | $2,310-68.7% |
| Participant deferral / active EE | $8,888 | $4,435+100.4% | $5,204+70.8% | $3,537+151.3% |
| Admin fee / account holder | $20 | $75-73.9% | $6,278-99.7% | $97-79.9% |