Filed October 9, 1992 (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.
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INST OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | -$18,153 |
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 | $86,278 | $204,517-57.8% | $69,480+24.2% | $77,775+10.9% |
| Participation rate | 99.4% | 74.6%+24.8pp | 74.6%+24.8pp | 73.2%+26.2pp |
| Annual return | 17.79% | 22.10%-4.3pp | 28.99%-11.2pp | 32.58%-14.8pp |
| Employer contribution / active EE | $4,556 | $3,548+28.4% | $2,780+63.9% | $2,504+82.0% |
| Participant deferral / active EE | $0 | $3,478-100.0% | $3,537-100.0% | $3,966-100.0% |
| Admin fee / account holder | $10 | $101-89.7% | $3,840-99.7% | $100-89.7% |