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 | $631,820 |
Service code 10 · EIN 36-4189747 | Accounting | $20,175 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $20,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,268 | $56,882+148.4% | $60,547+133.3% | $67,505+109.3% |
| Participation rate | 97.8% | 66.9%+30.9pp | 68.0%+29.8pp | 71.2%+26.6pp |
| Annual return | 0.87% | -0.06%+0.9pp | 335.64%-334.8pp | 6.52%-5.7pp |
| Employer contribution / active EE | $5,460 | $2,085+161.9% | $2,419+125.7% | $2,173+151.3% |
| Participant deferral / active EE | $6,829 | $3,091+120.9% | $3,328+105.2% | $3,597+89.9% |
| Admin fee / account holder | $49 | $65-24.7% | $4,536-98.9% | $56-13.0% |