Filed May 8, 2006 (most recent of 2 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 INVEST INSTITUT OPERAT CO Service code 37 · EIN 04-2647786 | Loan Processing | $42,176 |
Service code 60 | Sub-TA Fees | $0 |
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 | $147,766 | $128,472+15.0% | $81,367+81.6% | $59,188+149.7% |
| Participation rate | 98.7% | 92.5%+6.1pp | 82.3%+16.4pp | 69.4%+29.2pp |
| Annual return | -0.73% | 1.24%-2.0pp | -0.92%+0.2pp | 5.51%-6.2pp |
| Employer contribution / active EE | $2,191 | $3,689-40.6% | $3,930-44.2% | $2,098+4.5% |
| Participant deferral / active EE | $7,083 | $6,963+1.7% | $5,383+31.6% | $3,265+117.0% |
| Admin fee / account holder | $16 | $71-77.0% | $8,926-99.8% | $92-82.2% |