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 · EIN 04-2647786 | 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 | $103,160 | $140,190-26.4% | $115,756-10.9% | $77,906+32.4% |
| Participation rate | 89.3% | 81.0%+8.3pp | 77.1%+12.2pp | 73.7%+15.6pp |
| Annual return | -18.15% | -13.46%-4.7pp | 143.14%-161.3pp | 12.16%-30.3pp |
| Employer contribution / active EE | $0 | $3,169-100.0% | $3,793-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $0 | $5,401-100.0% | $6,254-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $138-100.0% | $8,124-100.0% | $133-100.0% |