Filed July 13, 2009 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INST ASSET MANAGEMENT Service code 27 · EIN 20-4659714 | Advisory (Plan) | $370,869 |
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 13 · EIN 04-2723880 | Contract Administrator | $77,684 |
APRIO LLP2 years Filed as: APRIO, LLP Service code 10 · EIN 57-1157523 | Accounting | $22,050 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 5.54% | 10.25%-4.7pp | 8.34%-2.8pp | 8.21%-2.7pp |
| Employer contribution / active EE | $48,284 | $16,685+189.4% | $30,790+56.8% | $13,837+248.9% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |