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 | $574,979 |
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 | $86,099 | $78,104+10.2% | $93,765-8.2% | $78,104+10.2% |
| Participation rate | 79.9% | 74.5%+5.4pp | 81.0%-1.1pp | 74.5%+5.4pp |
| Annual return | -15.70% | 10.90%-26.6pp | -11.32%-4.4pp | 10.90%-26.6pp |
| Employer contribution / active EE | $10,621 | $3,128+239.6% | $4,327+145.4% | $3,128+239.6% |
| Participant deferral / active EE | $11,694 | $5,089+129.8% | $6,099+91.7% | $5,089+129.8% |
| Admin fee / account holder | $40 | $79-49.1% | $7,184-99.4% | $79-49.1% |