Filed October 11, 2014 (most recent of 6 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER COMPANY, INC Service code 37 · EIN 04-2647786 | Loan Processing | $340,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,344 | $99,313+187.3% | $103,065+176.9% | $99,313+187.3% |
| Participation rate | 0.0% | 71.7%-71.7pp | 80.6%-80.6pp | 71.7%-71.7pp |
| Annual return | 15.33% | 17.67%-2.3pp | 23.95%-8.6pp | 17.67%-2.3pp |
| Employer contribution / active EE | $11,270 | $3,264+245.3% | $4,675+141.1% | $3,264+245.3% |
| Participant deferral / active EE | $12,513 | $5,346+134.1% | $6,625+88.9% | $5,346+134.1% |
| Admin fee / account holder | $80 | $109-27.1% | $9,349-99.1% | $109-27.1% |