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 |
|---|---|---|
Filed as: FIDELITY INV INST OPER COMPANY, INC Service code 37 · EIN 04-2647786 | Loan Processing | $544,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $198,137 | $93,223+112.5% | $112,977+75.4% | $93,223+112.5% |
| Participation rate | 0.0% | 74.9%-74.9pp | 82.6%-82.6pp | 74.9%-74.9pp |
| Annual return | 15.81% | 19.29%-3.5pp | 24.24%-8.4pp | 19.29%-3.5pp |
| Employer contribution / active EE | $7,268 | $2,680+171.2% | $4,255+70.8% | $2,680+171.2% |
| Participant deferral / active EE | $9,883 | $4,563+116.6% | $5,836+69.3% | $4,563+116.6% |
| Admin fee / account holder | $81 | $79+2.1% | $6,294-98.7% | $79+2.1% |