Filed December 12, 2014 (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 INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $32,397 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,516 | $39,458+727.5% | $60,547+439.3% | $55,191+491.6% |
| Participation rate | 92.9% | 59.6%+33.3pp | 68.0%+24.9pp | 69.2%+23.7pp |
| Annual return | 1.07% | 3.35%-2.3pp | 335.64%-334.6pp | 10.78%-9.7pp |
| Employer contribution / active EE | $8,591 | $1,210+610.2% | $2,419+255.1% | $1,899+352.5% |
| Participant deferral / active EE | $18,076 | $2,140+744.5% | $3,328+443.2% | $3,046+493.4% |
| Admin fee / account holder | $81 | $95-15.2% | $4,536-98.2% | $91-11.1% |