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 | $294,556 |
TIAA6 years Service code 99 · EIN 13-1624203 | Other Fees | $85,040 |
Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,908 | $98,780-8.0% | $60,919+49.2% | $77,906+16.7% |
| Participation rate | 100.0% | 76.7%+23.3pp | 73.1%+26.9pp | 73.7%+26.3pp |
| Annual return | -16.54% | -11.56%-5.0pp | 16.98%-33.5pp | 12.16%-28.7pp |
| Employer contribution / active EE | $7,427 | $3,605+106.0% | $2,704+174.7% | $2,846+160.9% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,814-100.0% | $4,805-100.0% |
| Admin fee / account holder | $50 | $89-43.4% | $3,226-98.4% | $133-62.2% |