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 | $9,682 |
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 | $41,131 | $136,266-69.8% | $90,767-54.7% | $77,906-47.2% |
| Participation rate | 93.8% | 86.6%+7.1pp | 75.7%+18.1pp | 73.7%+20.1pp |
| Annual return | -14.94% | -11.32%-3.6pp | -12.16%-2.8pp | 12.16%-27.1pp |
| Employer contribution / active EE | $115 | $4,215-97.3% | $2,922-96.1% | $2,846-96.0% |
| Participant deferral / active EE | $3,794 | $6,353-40.3% | $4,565-16.9% | $4,805-21.1% |
| Admin fee / account holder | $9 | $399-97.9% | $8,445-99.9% | $133-93.6% |