Filed April 30, 2013 (most recent of 4 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 |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $33,109 |
Filed as: FIDELITY INV INST OP CO, INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,757 |
Filed as: FIDELITY INV INST CO, INC Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INST OP CO, INC Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $0 | $168,636-100.0% | $147,618-100.0% | $125,389-100.0% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | -94.39% | 77.65%-172.0pp | 61.98%-156.4pp | 282.24%-376.6pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $13,581-100.0% | $11,612-100.0% | $9,541-100.0% |