Filed March 10, 2005 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $140,032 | $148,970-6.0% | $133,698+4.7% | $200,096-30.0% |
| Participation rate | 87.0% | 79.4%+7.6pp | 76.4%+10.5pp | 72.0%+14.9pp |
| Annual return | 16.86% | 27.07%-10.2pp | 580.90%-564.0pp | 34.26%-17.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,218-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $6,140-100.0% | $7,016-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $144-100.0% | $6,703-100.0% | $269-100.0% |