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 | $6,362 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,357 | $114,195-56.8% | $106,554-53.7% | $93,010-46.9% |
| Participation rate | 94.3% | 86.4%+7.9pp | 76.1%+18.2pp | 73.9%+20.4pp |
| Annual return | 13.70% | 22.18%-8.5pp | 26.80%-13.1pp | 158.70%-145.0pp |
| Employer contribution / active EE | $107 | $4,009-97.3% | $2,819-96.2% | $2,705-96.0% |
| Participant deferral / active EE | $3,447 | $5,908-41.7% | $4,398-21.6% | $4,561-24.4% |
| Admin fee / account holder | $6 | $105-94.3% | $7,408-99.9% | $152-96.1% |