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 | $29,038 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,247 | $89,274-49.3% | $149,721-69.8% | $77,958-42.0% |
| Participation rate | 98.9% | 87.6%+11.3pp | 87.1%+11.8pp | 71.6%+27.2pp |
| Annual return | 46.48% | 20.36%+26.1pp | 1501.67%-1455.2pp | 20.87%+25.6pp |
| Employer contribution / active EE | $3,866 | $3,727+3.8% | $5,444-29.0% | $2,310+67.3% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $9 | $240-96.3% | $11,282-99.9% | $97-90.9% |