Filed December 24, 2004 (most recent of 6 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 INVSTS INST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $753,423 |
Service code 10 · EIN 36-4189747 819 SOUTH WABASH AVENUE · CHICAGO, IL 60605 | Accounting | $20,175 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,899 | $84,728+56.9% | $60,547+119.5% | $69,651+90.8% |
| Participation rate | 94.1% | 63.7%+30.4pp | 68.0%+26.1pp | 66.6%+27.5pp |
| Annual return | 0.84% | -1.91%+2.8pp | 335.64%-334.8pp | 53.77%-52.9pp |
| Employer contribution / active EE | $2,325 | $3,261-28.7% | $2,419-3.9% | $2,241+3.8% |
| Participant deferral / active EE | $4,652 | $3,056+52.2% | $3,328+39.8% | $3,635+28.0% |
| Admin fee / account holder | $47 | $74-37.2% | $4,536-99.0% | $63-26.4% |