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 | $579,450 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,980 | $101,555+115.6% | $119,237+83.7% | $101,555+115.6% |
| Participation rate | 0.0% | 74.5%-74.5pp | 82.7%-82.7pp | 74.5%-74.5pp |
| Annual return | 17.38% | 21.00%-3.6pp | 30.70%-13.3pp | 21.00%-3.6pp |
| Employer contribution / active EE | $8,233 | $2,972+177.0% | $4,383+87.8% | $2,972+177.0% |
| Participant deferral / active EE | $10,447 | $4,874+114.3% | $6,112+70.9% | $4,874+114.3% |
| Admin fee / account holder | $92 | $139-34.3% | $7,229-98.7% | $139-34.3% |