Filed October 31, 2005 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $138,808 |
NEPC, LLC1+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $109,456 |
ERNST & YOUNG LLP1+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $50,845 |
DICKINSON WRIGHT PLLC1+ years Service code 29 · EIN 38-1364333 | Legal | $18,675 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $0 | $112,136-100.0% | $95,968-100.0% | $158,988-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 77.1%-77.1pp | 82.0%-82.0pp |
| Annual return | -69.18% | 171.21%-240.4pp | 91.65%-160.8pp | 303.00%-372.2pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,542-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,137-100.0% | $6,798-100.0% | $11,252-100.0% |