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 | $195,913 |
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $15,369 |
Service code 27 · EIN 16-1493137 | Advisory (Plan) | $13,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,817 | $114,884-2.7% | $60,919+83.6% | $89,433+25.0% |
| Participation rate | 68.8% | 70.1%-1.3pp | 73.1%-4.3pp | 71.3%-2.5pp |
| Annual return | -13.06% | -13.42%+0.4pp | 16.98%-30.0pp | -11.88%-1.2pp |
| Employer contribution / active EE | $4,863 | $5,609-13.3% | $2,704+79.9% | $3,021+61.0% |
| Participant deferral / active EE | $0 | $4,846-100.0% | $3,814-100.0% | $5,125-100.0% |
| Admin fee / account holder | $10 | $37-71.9% | $3,226-99.7% | $79-86.8% |