Filed July 26, 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 50 · EIN 04-2647786 | Direct Payment | $200 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,209 | $36,926+588.4% | $156,551+62.4% | $57,661+340.9% |
| Participation rate | 91.6% | 63.4%+28.2pp | 84.0%+7.6pp | 70.2%+21.4pp |
| Annual return | 7.26% | 12.38%-5.1pp | 32.23%-25.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $16,804 | $1,571+969.8% | $5,501+205.5% | $1,974+751.4% |
| Participant deferral / active EE | $12,513 | $1,926+549.8% | $4,871+156.9% | $3,061+308.9% |
| Admin fee / account holder | $2 | $83-98.0% | $13,028-100.0% | $95-98.3% |