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 |
|---|---|---|
TIAA7 years Service code 99 · EIN 13-1624203 | Other Fees | $12,340 |
Filed as: FIDELITY INV INSTL OPS CO INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,191 |
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 | $342,631 | $46,555+636.0% | $64,110+434.4% | $75,184+355.7% |
| Participation rate | 100.0% | 66.0%+34.0pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 12.49% | 26.07%-13.6pp | 33.75%-21.3pp | 160.78%-148.3pp |
| Employer contribution / active EE | $20,416 | $1,977+932.7% | $2,751+642.3% | $2,671+664.3% |
| Participant deferral / active EE | $3,436 | $2,837+21.1% | $3,883-11.5% | $4,127-16.8% |
| Admin fee / account holder | $16 | $2,959-99.4% | $3,071-99.5% | $5,652-99.7% |