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 |
|---|---|---|
TIAA4 years Service code 99 · EIN 13-1624203 | Other Fees | $22,682 |
Filed as: FIDELITY INV INSTL OPS CO INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,138 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,354 | $49,245+591.1% | $70,492+382.8% | $79,859+326.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 10.82% | 30.11%-19.3pp | 109.16%-98.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $17,674 | $2,100+741.5% | $2,738+545.5% | $2,471+615.2% |
| Participant deferral / active EE | $3,339 | $2,768+20.6% | $3,711-10.0% | $3,741-10.7% |
| Admin fee / account holder | $25 | $2,879-99.1% | $3,848-99.4% | $5,307-99.5% |