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 | $19,694 | $66,486-70.4% | $81,370-75.8% | $77,762-74.7% |
| Participation rate | 84.4% | 68.7%+15.7pp | 69.5%+14.9pp | 70.6%+13.8pp |
| Annual return | 14.80% | 15.95%-1.2pp | 24.85%-10.1pp | 31.27%-16.5pp |
| Employer contribution / active EE | $2,134 | $2,158-1.1% | $2,464-13.4% | $2,728-21.8% |
| Participant deferral / active EE | $1,818 | $3,677-50.5% | $3,885-53.2% | $4,651-60.9% |
| Admin fee / account holder | $0 | $586-100.0% | $5,749-100.0% | $433-100.0% |