Filed December 3, 2013 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $9,432 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,821 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTEMENTS Service code 52 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Filed as: J P MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,964 | $52,293+10.8% | $178,503-67.5% | $73,412-21.0% |
| Participation rate | 86.4% | 65.3%+21.1pp | 81.9%+4.5pp | 72.2%+14.3pp |
| Annual return | 19.59% | 34.75%-15.2pp | 151.12%-131.5pp | 59.30%-39.7pp |
| Employer contribution / active EE | $2,547 | $1,736+46.7% | $5,011-49.2% | $2,234+14.0% |
| Participant deferral / active EE | $3,937 | $2,333+68.7% | $5,202-24.3% | $3,806+3.5% |
| Admin fee / account holder | $12 | $127-90.4% | $13,987-99.9% | $158-92.3% |