Filed February 21, 2019
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 INV INSTITUTIONAL OP CO IN Service code 37 · EIN 04-2647786 | Loan Processing | $24,669 |
GROOM LAW GROUP7+ years Service code 29 · EIN 52-1219029 | Legal | $11,255 |
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $124,368-100.0% | $111,319-100.0% | $167,560-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 77.3%-77.3pp | 82.1%-82.1pp |
| Annual return | -97.38% | 37.46%-134.8pp | 54.68%-152.1pp | 478.94%-576.3pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,317-100.0% |