Filed December 19, 2002 (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 INVESTMENTS Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 021093614 | Loan Processing | $100,634 |
TIAA4 years Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $70,185 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $248,251 | $98,780+151.3% | $60,919+307.5% | $77,906+218.7% |
| Participation rate | 90.9% | 76.7%+14.2pp | 73.1%+17.8pp | 73.7%+17.2pp |
| Annual return | -9.93% | -11.56%+1.6pp | 16.98%-26.9pp | 12.16%-22.1pp |
| Employer contribution / active EE | $8,561 | $3,605+137.5% | $2,704+216.6% | $2,846+200.8% |
| Participant deferral / active EE | $7,646 | $4,200+82.0% | $3,814+100.5% | $4,805+59.1% |
| Admin fee / account holder | $79 | $89-10.3% | $3,226-97.5% | $133-40.1% |