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 | $234,681 |
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 | $163,020 | $153,281+6.4% | $93,765+73.9% | $77,906+109.3% |
| Participation rate | 99.2% | 92.2%+7.0pp | 81.0%+18.2pp | 73.7%+25.5pp |
| Annual return | -16.59% | -5.55%-11.0pp | -11.32%-5.3pp | 12.16%-28.7pp |
| Employer contribution / active EE | $2,832 | $5,690-50.2% | $4,327-34.6% | $2,846-0.5% |
| Participant deferral / active EE | $9,233 | $9,364-1.4% | $6,099+51.4% | $4,805+92.1% |
| Admin fee / account holder | $82 | $114-27.9% | $7,184-98.9% | $133-37.9% |