Filed August 3, 2006 (most recent of 7 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 INV INST OPS CO, INC. Service code 13 · EIN 04-2647786 | Contract Administrator | $21,001 |
Filed as: FIDELITY BROKERAGE SERVICES LLC Service code 49 900 SALEM STREET · SMITHFIELD, RI 02917 | Other Services | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $43,917 | $60,165-27.0% | $74,184-40.8% | $55,167-20.4% |
| Participation rate | 92.9% | 74.2%+18.7pp | 76.6%+16.2pp | 69.0%+23.9pp |
| Annual return | 7.40% | 10.00%-2.6pp | 17.74%-10.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $28 | $419-93.4% | $5,586-99.5% | $504-94.5% |