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 |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $84,474 |
TIAA6 years Service code 99 · EIN 13-1624203 | Other Fees | $77,596 |
Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,741 | $98,780+26.3% | $60,919+104.8% | $77,906+60.1% |
| Participation rate | 83.6% | 76.7%+6.9pp | 73.1%+10.5pp | 73.7%+9.9pp |
| Annual return | -13.12% | -11.56%-1.6pp | 16.98%-30.1pp | 12.16%-25.3pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $2,704-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $6,792 | $4,200+61.7% | $3,814+78.0% | $4,805+41.3% |
| Admin fee / account holder | $24 | $89-73.1% | $3,226-99.3% | $133-82.0% |