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 MASSENA6+ years Service code 50 · EIN 93-1119723 | Direct Payment | $58,828 |
ACCUITY LLP3 years Service code 10 · EIN 20-5325889 | Accounting | $31,414 |
D'AMATO & MALONEY, LLP2 years Service code 16 · EIN 26-3458324 | Consulting | $13,031 |
Filed as: FIDELITY INV INST OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$20,536 |
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 | $232,866 | $143,525+62.2% | $379,746-38.7% | $90,274+158.0% |
| Participation rate | 90.4% | 82.9%+7.5pp | 78.4%+12.0pp | 73.4%+17.1pp |
| Annual return | 13.18% | 18.97%-5.8pp | 34.90%-21.7pp | 53.97%-40.8pp |
| Employer contribution / active EE | $1,051 | $3,201-67.2% | $3,540-70.3% | $2,523-58.3% |
| Participant deferral / active EE | $10,098 | $5,231+93.0% | $6,024+67.6% | $4,231+138.7% |
| Admin fee / account holder | $61 | $100-39.3% | $7,927-99.2% | $114-46.6% |