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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,565 | $114,568-1.7% | $379,746-70.4% | $93,223+20.7% |
| Participation rate | 90.9% | 89.4%+1.5pp | 78.4%+12.4pp | 74.9%+16.0pp |
| Annual return | 11.80% | 16.38%-4.6pp | 34.90%-23.1pp | 19.29%-7.5pp |
| Employer contribution / active EE | $0 | $3,213-100.0% | $3,540-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $0 | $6,118-100.0% | $6,024-100.0% | $4,563-100.0% |
| Admin fee / account holder | $0 | $72-100.0% | $7,927-100.0% | $79-100.0% |