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 | $243,025 |
Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $178,991 | $168,477+6.2% | $105,387+69.8% | $77,775+130.1% |
| Participation rate | 99.3% | 91.6%+7.6pp | 82.6%+16.7pp | 73.2%+26.1pp |
| Annual return | 18.54% | 25.62%-7.1pp | 26.82%-8.3pp | 32.58%-14.0pp |
| Employer contribution / active EE | $2,415 | $4,957-51.3% | $4,213-42.7% | $2,504-3.6% |
| Participant deferral / active EE | $8,448 | $8,141+3.8% | $5,502+53.6% | $3,966+113.0% |
| Admin fee / account holder | $89 | $103-12.9% | $6,559-98.6% | $100-10.8% |