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 | $235,423 |
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 | $200,931 | $187,277+7.3% | $112,977+77.9% | $90,274+122.6% |
| Participation rate | 98.9% | 91.6%+7.4pp | 82.6%+16.4pp | 73.4%+25.6pp |
| Annual return | 13.76% | 26.33%-12.6pp | 24.24%-10.5pp | 53.97%-40.2pp |
| Employer contribution / active EE | $2,520 | $5,263-52.1% | $4,255-40.8% | $2,523-0.1% |
| Participant deferral / active EE | $8,611 | $8,833-2.5% | $5,836+47.5% | $4,231+103.5% |
| Admin fee / account holder | $88 | $102-13.6% | $6,294-98.6% | $114-23.1% |