Filed January 23, 2004 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INVST. OP. CO.,INC. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$274,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,106 | $87,173+13.7% | $59,899+65.5% | $75,289+31.6% |
| Participation rate | 11.2% | 74.5%-63.3pp | 74.7%-63.5pp | 72.4%-61.2pp |
| Annual return | -5.53% | -2.14%-3.4pp | 3.46%-9.0pp | -0.04%-5.5pp |
| Employer contribution / active EE | $6,693 | $3,473+92.7% | $2,723+145.8% | $2,405+178.3% |
| Participant deferral / active EE | $1,474 | $3,379-56.4% | $3,403-56.7% | $3,739-60.6% |
| Admin fee / account holder | $0 | $75-100.0% | $3,592-100.0% | $102-100.0% |