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 | $258,797 |
TIAA5 years Service code 99 · EIN 13-1624203 | Other Fees | $87,230 |
Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,115 | $120,057-6.6% | $75,728+48.1% | $93,010+20.5% |
| Participation rate | 100.0% | 77.3%+22.7pp | 74.8%+25.2pp | 73.9%+26.1pp |
| Annual return | 14.59% | 19.62%-5.0pp | 104.66%-90.1pp | 158.70%-144.1pp |
| Employer contribution / active EE | $6,991 | $3,253+114.9% | $2,743+154.8% | $2,705+158.4% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $3,820-100.0% | $4,561-100.0% |
| Admin fee / account holder | $48 | $81-41.5% | $3,620-98.7% | $152-68.6% |