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. OPER. CO. INC. Service code 13 · EIN 04-2647786 | Contract Administrator | $76,533 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $11,188 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,469 | $111,064-95.1% | $67,652-91.9% | $69,651-92.1% |
| Participation rate | 10.7% | 86.0%-75.3pp | 75.7%-65.0pp | 66.6%-55.9pp |
| Annual return | -2.82% | 2.77%-5.6pp | 6625.40%-6628.2pp | 53.77%-56.6pp |
| Employer contribution / active EE | $400 | $3,328-88.0% | $2,266-82.3% | $2,241-82.1% |
| Participant deferral / active EE | $0 | $6,396-100.0% | $3,560-100.0% | $3,635-100.0% |
| Admin fee / account holder | $49 | $72-31.9% | $4,821-99.0% | $63-22.6% |