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 | $244,468 |
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 | $176,825 | $159,202+11.1% | $97,995+80.4% | $77,958+126.8% |
| Participation rate | 97.9% | 91.5%+6.4pp | 82.4%+15.5pp | 71.6%+26.2pp |
| Annual return | 16.38% | 28.47%-12.1pp | 23.94%-7.6pp | 20.87%-4.5pp |
| Employer contribution / active EE | $2,210 | $4,224-47.7% | $4,158-46.9% | $2,310-4.3% |
| Participant deferral / active EE | $7,571 | $7,461+1.5% | $5,097+48.6% | $3,537+114.1% |
| Admin fee / account holder | $93 | $83+13.0% | $5,943-98.4% | $97-4.0% |