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 | $218,757 |
TIAA2 years Service code 99 · EIN 13-1624203 | Other Fees | $40,558 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,121 | $87,173-15.0% | $59,899+23.7% | $75,289-1.6% |
| Participation rate | 99.0% | 74.5%+24.5pp | 74.7%+24.3pp | 72.4%+26.6pp |
| Annual return | -4.68% | -2.14%-2.5pp | 3.46%-8.1pp | -0.04%-4.6pp |
| Employer contribution / active EE | $6,702 | $3,473+93.0% | $2,723+146.1% | $2,405+178.7% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $3,403-100.0% | $3,739-100.0% |
| Admin fee / account holder | $47 | $75-37.0% | $3,592-98.7% | $102-54.0% |