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 | $390,282 |
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 | $231,439 | $103,657+123.3% | $112,504+105.7% | $103,657+123.3% |
| Participation rate | 0.0% | 73.4%-73.4pp | 80.6%-80.6pp | 73.4%-73.4pp |
| Annual return | 18.26% | 33.13%-14.9pp | 34.13%-15.9pp | 33.13%-14.9pp |
| Employer contribution / active EE | $11,127 | $3,216+246.0% | $4,571+143.4% | $3,216+246.0% |
| Participant deferral / active EE | $12,475 | $5,218+139.1% | $6,522+91.3% | $5,218+139.1% |
| Admin fee / account holder | $74 | $114-35.2% | $7,048-99.0% | $114-35.2% |