Filed March 27, 2007
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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 P.O. BOX 770001 · CINCINNATI, OH 452770050 | Loan Processing | $13,217 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,217 | $50,902-15.1% | $155,534-72.2% | $77,736-44.4% |
| Participation rate | 83.9% | 63.1%+20.8pp | 78.2%+5.7pp | 70.6%+13.3pp |
| Annual return | 12.82% | 34.85%-22.0pp | 64.92%-52.1pp | 31.26%-18.4pp |
| Employer contribution / active EE | $1,759 | $1,991-11.7% | $4,675-62.4% | $2,728-35.5% |
| Participant deferral / active EE | $3,463 | $2,824+22.6% | $5,630-38.5% | $4,651-25.5% |
| Admin fee / account holder | $28 | $437-93.6% | $15,900-99.8% | $433-93.6% |