Filed February 7, 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $621 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $21,798 | $79,523-72.6% | $140,019-84.4% | $56,289-61.3% |
| Participation rate | 21.9% | 85.7%-63.8pp | 87.5%-65.6pp | 69.9%-48.0pp |
| Annual return | 11.89% | 2.39%+9.5pp | 651.19%-639.3pp | -9.96%+21.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,979 | $5,129-61.4% | $6,927-71.4% | $3,350-40.9% |
| Admin fee / account holder | $9 | $614-98.5% | $10,705-99.9% | $521-98.3% |