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 | $225,485 |
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 | $216,683 | $211,459+2.5% | $119,237+81.7% | $93,010+133.0% |
| Participation rate | 97.8% | 94.1%+3.8pp | 82.7%+15.1pp | 73.9%+23.9pp |
| Annual return | 14.14% | 39.10%-25.0pp | 30.70%-16.6pp | 158.70%-144.6pp |
| Employer contribution / active EE | $2,585 | $5,958-56.6% | $4,383-41.0% | $2,705-4.4% |
| Participant deferral / active EE | $8,914 | $9,654-7.7% | $6,112+45.8% | $4,561+95.4% |
| Admin fee / account holder | $83 | $124-33.1% | $7,229-98.9% | $152-45.5% |