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 MASSENA7+ years Service code 50 · EIN 93-1119723 | Direct Payment | $30,074 |
Filed as: FIDELITY INV INST OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$85,392 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,302 | $164,864+59.1% | $453,569-42.2% | $93,010+182.0% |
| Participation rate | 90.6% | 84.2%+6.4pp | 78.0%+12.6pp | 73.9%+16.7pp |
| Annual return | 15.67% | 17.89%-2.2pp | 64.43%-48.8pp | 158.70%-143.0pp |
| Employer contribution / active EE | $1,237 | $3,519-64.9% | $4,072-69.6% | $2,705-54.3% |
| Participant deferral / active EE | $10,748 | $5,690+88.9% | $6,211+73.0% | $4,561+135.6% |
| Admin fee / account holder | $22 | $104-78.9% | $11,214-99.8% | $152-85.5% |