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 | $173,086 |
Service code 27 · EIN 16-1493137 | Advisory (Plan) | $6,973 |
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $6,852 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $150 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 60 | Sub-TA Fees | $0 |
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 | $166,543 | $141,493+17.7% | $75,728+119.9% | $106,520+56.3% |
| Participation rate | 67.5% | 65.2%+2.3pp | 74.8%-7.3pp | 71.3%-3.8pp |
| Annual return | 14.87% | 15.80%-0.9pp | 104.66%-89.8pp | 19.28%-4.4pp |
| Employer contribution / active EE | $0 | $4,166-100.0% | $2,743-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $4,623 | $4,740-2.5% | $3,820+21.0% | $4,948-6.6% |
| Admin fee / account holder | $14 | $40-65.7% | $3,620-99.6% | $75-81.4% |