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 | $850 |
FID INV INST OPS CO6+ years Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,326 | $52,303+15.3% | $178,510-66.2% | $73,415-17.8% |
| Participation rate | 82.6% | 65.3%+17.3pp | 81.9%+0.7pp | 72.2%+10.4pp |
| Annual return | 11.40% | 34.76%-23.4pp | 151.13%-139.7pp | 59.30%-47.9pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $2,334-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $4 | $127-96.9% | $13,988-100.0% | $158-97.5% |