Filed February 7, 2007 (most recent of 2 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 INVEST INSTIT OPERATIONS C Service code 37 · EIN 04-2647786 | Loan Processing | $775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,596 | $66,319+62.2% | $93,621+14.9% | $65,188+65.1% |
| Participation rate | 67.8% | 74.0%-6.2pp | 75.8%-8.0pp | 70.2%-2.4pp |
| Annual return | 20.51% | 42.59%-22.1pp | 32.76%-12.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $970 | $2,013-51.8% | $2,719-64.3% | $2,177-55.5% |
| Participant deferral / active EE | $3,199 | $3,343-4.3% | $4,070-21.4% | $3,514-9.0% |
| Admin fee / account holder | $4 | $6,900-99.9% | $7,890-99.9% | $847-99.5% |