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 |
Annual investment return 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 | $10,207 | $56,503-81.9% | $69,888-85.4% | $64,829-84.3% |
| Participation rate | 77.8% | 70.5%+7.3pp | 70.5%+7.3pp | 71.5%+6.3pp |
| Annual return | -17.96% | -13.44%-4.5pp | 190.87%-208.8pp | 32.85%-50.8pp |
| Employer contribution / active EE | $1,671 | $2,046-18.4% | $2,560-34.7% | $2,507-33.4% |
| Participant deferral / active EE | $1,599 | $3,389-52.8% | $3,849-58.5% | $4,312-62.9% |
| Admin fee / account holder | $0 | $160-100.0% | $6,267-100.0% | $188-100.0% |