Filed December 2, 2011
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 |
|---|---|---|
TIAA1 year Service code 99 · EIN 13-1624203 | Other Fees | $13,593 |
Filed as: FIDELITY INV INSTIT OPER CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,450 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $300,131 | $57,976+417.7% | $63,018+376.3% | $62,293+381.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.88% | 17.54%-4.7pp | 87.63%-74.7pp | 28.90%-16.0pp |
| Employer contribution / active EE | $13,276 | $2,415+449.8% | $2,761+380.9% | $2,042+550.0% |
| Participant deferral / active EE | $2,689 | $2,956-9.0% | $3,330-19.2% | $3,169-15.1% |
| Admin fee / account holder | $13 | $276-95.2% | $3,601-99.6% | $479-97.2% |