Filed November 26, 2007 (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. INS. OPS. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $172,127 |
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $16,644 |
Service code 27 · EIN 16-1493137 | Advisory (Plan) | $16,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,675 | $141,493-4.1% | $75,728+79.2% | $106,520+27.4% |
| Participation rate | 69.7% | 65.2%+4.6pp | 74.8%-5.1pp | 71.3%-1.6pp |
| Annual return | 12.95% | 15.80%-2.8pp | 104.66%-91.7pp | 19.28%-6.3pp |
| Employer contribution / active EE | $4,632 | $4,166+11.2% | $2,743+68.8% | $2,840+63.1% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,820-100.0% | $4,948-100.0% |
| Admin fee / account holder | $10 | $40-75.7% | $3,620-99.7% | $75-86.8% |