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 |
|---|---|---|
TIAA6 years Service code 99 · EIN 13-1624203 | Other Fees | $13,547 |
Filed as: FIDELITY INV INSTL OPS CO INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $8,064 |
Service code 60 | Sub-TA Fees | $0 |
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 | $305,041 | $42,913+610.8% | $60,919+400.7% | $68,494+345.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -9.40% | -13.99%+4.6pp | 16.98%-26.4pp | -7.86%-1.5pp |
| Employer contribution / active EE | $19,193 | $1,979+869.8% | $2,704+609.9% | $2,597+639.1% |
| Participant deferral / active EE | $3,347 | $2,866+16.8% | $3,814-12.3% | $4,028-16.9% |
| Admin fee / account holder | $20 | $3,103-99.4% | $3,226-99.4% | $5,403-99.6% |