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 INSTL OPERATIONS CO Service code 50 · EIN 04-2647786 | Direct Payment | $131,916 |
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $5,668 |
Service code 27 · EIN 16-1493137 | Advisory (Plan) | $5,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $151,304 | $129,352+17.0% | $70,492+114.6% | $106,273+42.4% |
| Participation rate | 69.7% | 73.1%-3.4pp | 75.1%-5.4pp | 70.8%-1.1pp |
| Annual return | 15.99% | 13.88%+2.1pp | 109.16%-93.2pp | 21.70%-5.7pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $2,738-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $4,576 | $4,597-0.5% | $3,711+23.3% | $4,601-0.5% |
| Admin fee / account holder | $11 | $37-70.7% | $3,848-99.7% | $78-86.3% |