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 | $263,931 |
Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant 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 | $160,332 | $144,604+10.9% | $88,497+81.2% | $63,975+150.6% |
| Participation rate | 98.2% | 91.8%+6.3pp | 82.4%+15.8pp | 71.1%+27.0pp |
| Annual return | 13.81% | 9.63%+4.2pp | 7.63%+6.2pp | 48.65%-34.8pp |
| Employer contribution / active EE | $2,131 | $4,008-46.8% | $4,036-47.2% | $2,182-2.3% |
| Participant deferral / active EE | $7,094 | $7,027+1.0% | $4,899+44.8% | $3,356+111.4% |
| Admin fee / account holder | $103 | $78+31.6% | $6,220-98.3% | $70+46.5% |