Filed December 23, 1992
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 INVST INSTNL OPRTN CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $5,999,781 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,907 | $107,662-12.8% | $159,495-41.1% | $106,520-11.8% |
| Participation rate | 93.3% | 69.4%+23.9pp | 82.8%+10.4pp | 71.3%+21.9pp |
| Annual return | 21.05% | 22.17%-1.1pp | 263.72%-242.7pp | 19.28%+1.8pp |
| Employer contribution / active EE | $2,659 | $2,741-3.0% | $4,831-45.0% | $2,840-6.4% |
| Participant deferral / active EE | $5,958 | $6,799-12.4% | $7,354-19.0% | $4,948+20.4% |
| Admin fee / account holder | $27 | $69-60.9% | $10,804-99.8% | $75-64.0% |