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 INSTITUTIONAL OPS CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $134,546 |
TIAA1 year Service code 99 · EIN 13-1624203 | Other Fees | $21,847 |
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 | $78,565 | $92,091-14.7% | $63,018+24.7% | $77,958+0.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.8%+25.2pp | 71.6%+28.4pp |
| Annual return | 17.66% | 16.23%+1.4pp | 87.63%-70.0pp | 20.87%-3.2pp |
| Employer contribution / active EE | $5,967 | $3,424+74.2% | $2,761+116.1% | $2,310+158.2% |
| Participant deferral / active EE | $0 | $3,361-100.0% | $3,330-100.0% | $3,537-100.0% |
| Admin fee / account holder | $25 | $48-48.6% | $3,601-99.3% | $97-74.7% |