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 | $290,778 |
TIAA4 years Service code 99 · EIN 13-1624203 | Other Fees | $71,311 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,943 | $105,581-2.5% | $70,492+46.0% | $90,274+14.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.1%+24.9pp | 73.4%+26.6pp |
| Annual return | 16.19% | 14.78%+1.4pp | 109.16%-93.0pp | 53.97%-37.8pp |
| Employer contribution / active EE | $7,417 | $3,304+124.5% | $2,738+170.9% | $2,523+193.9% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,711-100.0% | $4,231-100.0% |
| Admin fee / account holder | $52 | $68-22.3% | $3,848-98.6% | $114-54.0% |