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 82 DEVONSHIRE STREET · BOSTON, MA 021093605 | Loan Processing | $1,348,783 |
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 | $98,102 | $84,728+15.8% | $60,547+62.0% | $69,651+40.8% |
| Participation rate | 86.0% | 63.7%+22.3pp | 68.0%+18.0pp | 66.6%+19.4pp |
| Annual return | -0.13% | -1.91%+1.8pp | 335.64%-335.8pp | 53.77%-53.9pp |
| Employer contribution / active EE | $1,615 | $3,261-50.5% | $2,419-33.2% | $2,241-27.9% |
| Participant deferral / active EE | $3,935 | $3,056+28.8% | $3,328+18.2% | $3,635+8.2% |
| Admin fee / account holder | $51 | $74-31.8% | $4,536-98.9% | $63-20.1% |