Filed June 14, 2006
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 INVESTMENTS Service code 28 100 CROSBY PARKWAY · COVINGTON, KY 41015 | Investment Management | $0 |
Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,307 | $74,024-68.5% | $78,002-70.1% | $57,658-59.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 4.69% | 12.14%-7.4pp | 425.99%-421.3pp | 5.13%-0.4pp |
| Employer contribution / active EE | $1,182 | $2,365-50.0% | $2,470-52.2% | $1,974-40.1% |
| Participant deferral / active EE | $457 | $3,533-87.1% | $3,497-86.9% | $3,061-85.1% |
| Admin fee / account holder | $12 | $93-87.2% | $5,481-99.8% | $95-87.4% |