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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 60 | 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 | $102,490 | $82,204+24.7% | $392,568-73.9% | $82,204+24.7% |
| Participation rate | 91.7% | 73.4%+18.3pp | 78.1%+13.7pp | 73.4%+18.3pp |
| Annual return | 22.76% | 26.31%-3.5pp | 24.42%-1.7pp | 26.31%-3.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $3,783-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $0 | $4,246-100.0% | $5,985-100.0% | $4,246-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $6,260-100.0% | $76-100.0% |