Filed April 30, 2015
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 INVESTMENTS INST OPNS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $325 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,362 | $75,760-77.1% | $123,105-85.9% | $59,188-70.7% |
| Participation rate | 99.6% | 86.0%+13.5pp | 86.8%+12.8pp | 69.4%+30.1pp |
| Annual return | -4.18% | 2.93%-7.1pp | 13.22%-17.4pp | 5.51%-9.7pp |
| Employer contribution / active EE | $9,847 | $3,415+188.3% | $5,151+91.2% | $2,098+369.4% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $61-99.7% | $9,014-100.0% | $92-99.8% |