Filed October 18, 2006
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 37 · EIN 04-2647786 PO BOX 770002 · CINCINNATI, OH 452770027 | Loan Processing | $726,140 |
Service code 16 · EIN 20-5322603 470 ATLANTIC AVENUE · BOSTON, MA 02210 | Consulting | $63,086 |
BERRY DUNN4+ years Service code 10 · EIN 01-0523282 100 MIDDLE STREEET · PORTLAND, ME 04101 | Accounting | $14,559 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,056 | $46,969+10.8% | $154,110-66.2% | $73,367-29.0% |
| Participation rate | 91.6% | 72.4%+19.2pp | 83.0%+8.5pp | 69.5%+22.1pp |
| Annual return | -5.33% | 821.68%-827.0pp | 735.22%-740.5pp | 173.45%-178.8pp |
| Employer contribution / active EE | $1,192 | $1,723-30.8% | $5,298-77.5% | $2,499-52.3% |
| Participant deferral / active EE | $3,828 | $3,162+21.0% | $5,081-24.7% | $4,033-5.1% |
| Admin fee / account holder | $63 | $47+34.8% | $13,412-99.5% | $68-8.1% |