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 | $6,387 |
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 | $28,284 | $80,354-64.8% | $133,975-78.9% | $63,975-55.8% |
| Participation rate | 99.1% | 87.5%+11.6pp | 87.1%+12.1pp | 71.1%+28.0pp |
| Annual return | 43.29% | 13.11%+30.2pp | 29.29%+14.0pp | 48.65%-5.4pp |
| Employer contribution / active EE | $3,562 | $3,503+1.7% | $5,211-31.6% | $2,182+63.3% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $2 | $69-97.3% | $9,324-100.0% | $70-97.3% |