Filed June 1, 2006 (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 INV INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $12,386 |
Service code 14 · EIN 47-0617373 | Plan Administrator | $9,615 |
FID INV INST OPS CO7+ years 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,734 | $68,062-3.4% | $185,854-64.6% | $106,520-38.3% |
| Participation rate | 75.5% | 75.2%+0.3pp | 81.7%-6.2pp | 71.3%+4.2pp |
| Annual return | 13.03% | 18.20%-5.2pp | 122.12%-109.1pp | 19.28%-6.2pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,169-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $0 | $3,990-100.0% | $5,569-100.0% | $4,948-100.0% |
| Admin fee / account holder | $1 | $53-98.8% | $16,246-100.0% | $75-99.2% |