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 | $938 |
FID INV INST OPS CO5+ 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 | $78,934 | $62,941+25.4% | $172,757-54.3% | $67,584+16.8% |
| Participation rate | 87.6% | 64.5%+23.1pp | 82.6%+5.0pp | 71.3%+16.3pp |
| Annual return | 15.85% | 30.36%-14.5pp | 803.06%-787.2pp | 378.59%-362.7pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,540-100.0% |
| Admin fee / account holder | $4 | $167-97.8% | $13,956-100.0% | $142-97.4% |