Filed June 8, 2009 (most recent of 3 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 INST OPS CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $13,199 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,692 | $65,223-39.1% | $80,022-50.4% | $55,727-28.8% |
| Participation rate | 95.2% | 80.6%+14.6pp | 75.8%+19.3pp | 70.9%+24.3pp |
| Annual return | 248.19% | 7.59%+240.6pp | 11.22%+237.0pp | 244.94%+3.3pp |
| Employer contribution / active EE | $139 | $2,544-94.5% | $2,468-94.4% | $2,078-93.3% |
| Participant deferral / active EE | $2,111 | $3,881-45.6% | $3,686-42.7% | $3,356-37.1% |
| Admin fee / account holder | $14 | $114-87.4% | $6,521-99.8% | $115-87.5% |