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 | $15,492 |
Filed as: VORYS, SATER, SEYMOUR AND PEASE LLP Service code 29 · EIN 31-4333125 | Legal | $11,138 |
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 | $46,638 | $96,403-51.6% | $93,621-50.2% | $77,775-40.0% |
| Participation rate | 90.6% | 87.6%+2.9pp | 75.8%+14.7pp | 73.2%+17.4pp |
| Annual return | 21.01% | 39.36%-18.3pp | 32.76%-11.8pp | 32.58%-11.6pp |
| Employer contribution / active EE | $191 | $3,616-94.7% | $2,719-93.0% | $2,504-92.4% |
| Participant deferral / active EE | $2,727 | $5,341-48.9% | $4,070-33.0% | $3,966-31.2% |
| Admin fee / account holder | $31 | $90-65.1% | $7,890-99.6% | $100-68.8% |