Filed August 4, 2005
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 |
|---|---|---|
Filed as: FIDUCIARY INVESTEMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 100 NORTHFIELD DR · WINSOR, CT 060954730 | Advisory (Plan) | $51,500 |
Filed as: FIDELITY INST. INV. OPER. CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $75 |
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 | $172,220 | $204,517-15.8% | $69,480+147.9% | $77,775+121.4% |
| Participation rate | 99.6% | 74.6%+24.9pp | 74.6%+24.9pp | 73.2%+26.3pp |
| Annual return | 17.13% | 22.10%-5.0pp | 28.99%-11.9pp | 32.58%-15.4pp |
| Employer contribution / active EE | $5,633 | $3,548+58.8% | $2,780+102.6% | $2,504+125.0% |
| Participant deferral / active EE | $4,851 | $3,478+39.5% | $3,537+37.2% | $3,966+22.3% |
| Admin fee / account holder | $28 | $101-72.6% | $3,840-99.3% | $100-72.4% |