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 |
|---|---|---|
ACCUITY LLP2 years Service code 10 · EIN 20-5325889 | Accounting | $58,220 |
ARNERICH MASSENA5+ years Service code 50 · EIN 93-1119723 | Direct Payment | $43,149 |
D'AMATO & MALONEY, LLP1 year Service code 16 · EIN 26-3458324 | Consulting | $6,766 |
Filed as: FIDELITY INV INST OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$72,899 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,481 | $127,218+66.2% | $392,568-46.1% | $77,775+171.9% |
| Participation rate | 89.5% | 82.0%+7.5pp | 78.1%+11.5pp | 73.2%+16.3pp |
| Annual return | 24.45% | 25.27%-0.8pp | 24.42%0pp | 32.58%-8.1pp |
| Employer contribution / active EE | $920 | $3,064-70.0% | $3,783-75.7% | $2,504-63.3% |
| Participant deferral / active EE | $9,826 | $4,820+103.9% | $5,985+64.2% | $3,966+147.8% |
| Admin fee / account holder | $53 | $89-40.0% | $6,260-99.1% | $100-46.7% |