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 | $131,882 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $13,250 |
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $7,453 |
Service code 27 · EIN 16-1493137 | Advisory (Plan) | $6,714 |
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 | $140,306 | $114,884+22.1% | $60,919+130.3% | $89,433+56.9% |
| Participation rate | 66.9% | 70.1%-3.2pp | 73.1%-6.2pp | 71.3%-4.4pp |
| Annual return | -11.70% | -13.42%+1.7pp | 16.98%-28.7pp | -11.88%+0.2pp |
| Employer contribution / active EE | $0 | $5,609-100.0% | $2,704-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $4,738 | $4,846-2.2% | $3,814+24.2% | $5,125-7.5% |
| Admin fee / account holder | $11 | $37-69.2% | $3,226-99.6% | $79-85.5% |