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 | $268,135 |
TIAA3 years Service code 99 · EIN 13-1624203 | Other Fees | $49,148 |
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 | $88,078 | $204,517-56.9% | $69,480+26.8% | $77,775+13.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 74.6%+25.4pp | 73.2%+26.8pp |
| Annual return | 21.41% | 22.10%-0.7pp | 28.99%-7.6pp | 32.58%-11.2pp |
| Employer contribution / active EE | $6,941 | $3,548+95.7% | $2,780+149.7% | $2,504+177.2% |
| Participant deferral / active EE | $0 | $3,478-100.0% | $3,537-100.0% | $3,966-100.0% |
| Admin fee / account holder | $49 | $101-51.2% | $3,840-98.7% | $100-50.9% |