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 MASSENA4+ years Service code 50 · EIN 93-1119723 | Direct Payment | $41,892 |
ACCUITY LLP1 year Service code 10 · EIN 20-5325889 | Accounting | $23,665 |
Filed as: FIDELITY INV INST OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$41,424 |
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 | $176,963 | $118,101+49.8% | $106,387+66.3% | $75,289+135.0% |
| Participation rate | 88.6% | 81.4%+7.2pp | 77.5%+11.1pp | 72.4%+16.2pp |
| Annual return | -2.66% | -2.42%-0.2pp | 0.25%-2.9pp | -0.04%-2.6pp |
| Employer contribution / active EE | $845 | $2,880-70.7% | $3,520-76.0% | $2,405-64.9% |
| Participant deferral / active EE | $9,448 | $4,681+101.8% | $5,421+74.3% | $3,739+152.7% |
| Admin fee / account holder | $46 | $85-45.3% | $7,510-99.4% | $102-54.8% |