Filed January 29, 2006 (most recent of 4 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 |
|---|---|---|
FID INV INST OPS CO6+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $30,917 |
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 | $141,085 | $105,190+34.1% | $98,920+42.6% | $90,274+56.3% |
| Participation rate | 96.6% | 86.4%+10.3pp | 76.0%+20.6pp | 73.4%+23.3pp |
| Annual return | 12.24% | 18.52%-6.3pp | 196.47%-184.2pp | 53.97%-41.7pp |
| Employer contribution / active EE | $7,289 | $3,831+90.3% | $2,689+171.0% | $2,523+188.8% |
| Participant deferral / active EE | $8,713 | $5,616+55.1% | $4,245+105.2% | $4,231+105.9% |
| Admin fee / account holder | $13 | $97-86.2% | $6,643-99.8% | $114-88.2% |