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 | $251,689 |
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 | $157,699 | $144,389+9.2% | $90,782+73.7% | $75,289+109.5% |
| Participation rate | 98.5% | 92.2%+6.3pp | 82.7%+15.9pp | 72.4%+26.1pp |
| Annual return | -4.34% | 0.91%-5.3pp | -3.42%-0.9pp | -0.04%-4.3pp |
| Employer contribution / active EE | $2,312 | $4,529-49.0% | $4,105-43.7% | $2,405-3.9% |
| Participant deferral / active EE | $8,092 | $7,882+2.7% | $5,366+50.8% | $3,739+116.4% |
| Admin fee / account holder | $93 | $102-8.8% | $5,908-98.4% | $102-8.7% |