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 | $484,267 |
Service code 10 · EIN 36-4189747 | Accounting | $22,175 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $18,389 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,526 | $93,789+20.0% | $67,836+65.9% | $329,111-65.8% |
| Participation rate | 92.4% | 65.9%+26.5pp | 68.8%+23.6pp | 67.9%+24.5pp |
| Annual return | 338.78% | 17.51%+321.3pp | 138.49%+200.3pp | 16.35%+322.4pp |
| Employer contribution / active EE | $2,187 | $3,924-44.3% | $2,404-9.0% | $2,303-5.1% |
| Participant deferral / active EE | $3,095 | $3,663-15.5% | $3,160-2.1% | $3,682-15.9% |
| Admin fee / account holder | $27 | $82-67.4% | $4,621-99.4% | $754-96.5% |