Filed January 14, 2003
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL WEALTH SERVI Service code 19 P.O. BOX 770001 · CINCINNATI, OH 452770045 | Securities Custodian | $10,636 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,281 | $74,089+65.0% | $133,975-8.7% | $55,167+121.7% |
| Participation rate | 97.6% | 84.3%+13.3pp | 87.1%+10.5pp | 69.0%+28.6pp |
| Annual return | 29.56% | 12.11%+17.5pp | 29.29%+0.3pp | 169.23%-139.7pp |
| Employer contribution / active EE | $1,585 | $3,064-48.3% | $5,211-69.6% | $1,963-19.2% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $63 | $458-86.2% | $9,324-99.3% | $504-87.4% |