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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,594 | $69,823-77.7% | $76,891-79.7% | $74,478-79.1% |
| Participation rate | 77.5% | 70.0%+7.4pp | 69.6%+7.8pp | 70.7%+6.7pp |
| Annual return | 21.37% | 19.99%+1.4pp | 37.91%-16.5pp | 34.37%-13.0pp |
| Employer contribution / active EE | $1,842 | $2,148-14.2% | $2,534-27.3% | $2,637-30.1% |
| Participant deferral / active EE | $1,720 | $3,558-51.7% | $3,833-55.1% | $4,530-62.0% |
| Admin fee / account holder | $0 | $398-100.0% | $5,488-100.0% | $347-100.0% |