Filed June 13, 1995
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 INVESTMENTS INSTIT OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,408 | $71,957+248.0% | $67,652+270.1% | $59,188+323.1% |
| Participation rate | 97.9% | 82.7%+15.3pp | 75.7%+22.3pp | 69.4%+28.5pp |
| Annual return | 2.23% | 8.53%-6.3pp | 6625.40%-6623.2pp | 5.51%-3.3pp |
| Employer contribution / active EE | $8,035 | $2,432+230.4% | $2,266+254.7% | $2,098+283.0% |
| Participant deferral / active EE | $10,869 | $4,211+158.1% | $3,560+205.3% | $3,265+232.9% |
| Admin fee / account holder | $0 | $64-100.0% | $4,821-100.0% | $92-100.0% |