Filed October 23, 2014 (most recent of 5 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 Service code 37 · EIN 04-2647786 | Loan Processing | $1,450 |
FID INV INST OPS CO3+ years Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $44,659 | $46,182-3.3% | $170,435-73.8% | $69,634-35.9% |
| Participation rate | 93.5% | 63.9%+29.6pp | 83.6%+9.9pp | 70.7%+22.8pp |
| Annual return | 12.53% | 21.40%-8.9pp | 205.94%-193.4pp | 27572.26%-27559.7pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $2,081-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $3 | $116-97.8% | $13,881-100.0% | $110-97.7% |