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 |
|---|---|---|
TIAA3 years Service code 99 · EIN 13-1624203 | Other Fees | $28,793 |
Filed as: FIDELITY INV INSTL OPS CO INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,240 |
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 | $315,397 | $60,795+418.8% | $69,480+353.9% | $65,188+383.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 14.95% | 17.46%-2.5pp | 28.99%-14.0pp | 29.38%-14.4pp |
| Employer contribution / active EE | $14,870 | $2,452+506.4% | $2,780+434.9% | $2,177+583.1% |
| Participant deferral / active EE | $2,793 | $3,162-11.7% | $3,537-21.0% | $3,514-20.5% |
| Admin fee / account holder | $29 | $314-90.8% | $3,840-99.3% | $847-96.6% |