Filed December 2, 2011
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: FIDELITY INVES INST OPERS CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $283,993 |
MITCHELL & TITUS, LLP1 year Service code 10 · EIN 13-2781641 | Accounting | $13,066 |
FINANCIAL ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $9,695 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,835 | $112,156-68.0% | $108,421-66.9% | $101,555-64.7% |
| Participation rate | 84.7% | 83.2%+1.5pp | 80.1%+4.6pp | 74.5%+10.2pp |
| Annual return | 15.31% | 15.85%-0.5pp | 905.61%-890.3pp | 21.00%-5.7pp |
| Employer contribution / active EE | $1,148 | $3,067-62.6% | $3,560-67.8% | $2,972-61.4% |
| Participant deferral / active EE | $2,347 | $6,696-64.9% | $6,564-64.2% | $4,874-51.8% |
| Admin fee / account holder | $35 | $75-52.8% | $7,298-99.5% | $139-74.8% |