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 |
|---|---|---|
Service code 16 · EIN 33-0818667 | Consulting | $106,226 |
ACCUITY LLP5 years Service code 16 · EIN 20-5325889 | Consulting | $46,859 |
TRUCKER HUSS1 year Service code 29 · EIN 94-3216063 | Legal | $24,799 |
Filed as: FIDELITY INV INST OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$29,927 |
Annual investment return 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 | $205,015 | $140,190+46.2% | $115,756+77.1% | $77,906+163.2% |
| Participation rate | 91.2% | 81.0%+10.2pp | 77.1%+14.1pp | 73.7%+17.5pp |
| Annual return | -18.73% | -13.46%-5.3pp | 143.14%-161.9pp | 12.16%-30.9pp |
| Employer contribution / active EE | $1,530 | $3,169-51.7% | $3,793-59.6% | $2,846-46.2% |
| Participant deferral / active EE | $10,882 | $5,401+101.5% | $6,254+74.0% | $4,805+126.5% |
| Admin fee / account holder | $87 | $138-37.0% | $8,124-98.9% | $133-34.2% |