Filed March 24, 2008
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $92,307 |
MERCER3 years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,357 | $50,169+44.2% | $149,740-51.7% | $80,187-9.8% |
| Participation rate | 69.2% | 64.3%+4.9pp | 78.8%-9.6pp | 72.9%-3.7pp |
| Annual return | 17.76% | 29.82%-12.1pp | 134.51%-116.7pp | 40.40%-22.6pp |
| Employer contribution / active EE | $0 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,683-100.0% | $5,016-100.0% |
| Admin fee / account holder | $46 | $153-69.9% | $13,222-99.7% | $145-68.3% |