Filed September 30, 2003 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTL OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,509 | $66,621-79.7% | $86,645-84.4% | $86,828-84.4% |
| Participation rate | 61.7% | 72.3%-10.7pp | 71.7%-10.0pp | 72.3%-10.6pp |
| Annual return | 17.53% | 19.53%-2.0pp | 63.52%-46.0pp | 97.95%-80.4pp |
| Employer contribution / active EE | $370 | $2,007-81.5% | $2,496-85.2% | $2,406-84.6% |
| Participant deferral / active EE | $1,412 | $3,242-56.5% | $3,700-61.8% | $4,132-65.8% |
| Admin fee / account holder | $0 | $148-100.0% | $5,830-100.0% | $170-100.0% |