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 | $623,895 |
Service code 10 · EIN 36-4189747 819 SOUTH WABASH AVENUE · CHICAGO, IL 60605 | Accounting | $22,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,374 | $93,789+41.1% | $67,836+95.1% | $329,111-59.8% |
| Participation rate | 50.0% | 65.9%-15.9pp | 68.8%-18.8pp | 67.9%-17.9pp |
| Annual return | 5.26% | 17.51%-12.3pp | 138.49%-133.2pp | 16.35%-11.1pp |
| Employer contribution / active EE | $1,338 | $3,924-65.9% | $2,404-44.3% | $2,303-41.9% |
| Participant deferral / active EE | $2,601 | $3,663-29.0% | $3,160-17.7% | $3,682-29.4% |
| Admin fee / account holder | $35 | $82-57.1% | $4,621-99.2% | $754-95.3% |