Filed November 2, 1995
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 OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $299,436 |
Participant 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 | $146,368 | $121,259+20.7% | $162,185-9.8% | $89,609+63.3% |
| Participation rate | 79.3% | 90.0%-10.7pp | 87.6%-8.2pp | 69.6%+9.8pp |
| Annual return | 24.02% | 22.23%+1.8pp | 115.61%-91.6pp | 33.65%-9.6pp |
| Employer contribution / active EE | $2,768 | $4,435-37.6% | $5,613-50.7% | $2,584+7.1% |
| Participant deferral / active EE | $4,566 | $6,620-31.0% | $7,297-37.4% | $4,222+8.1% |
| Admin fee / account holder | $5 | $101-94.8% | $10,844-100.0% | $72-92.6% |