Filed November 24, 2009 (most recent of 7 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.OPER.CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,407,273 |
Filed as: FIDELITY INV. INST.OPERATIONS Service code 64 · EIN 04-3532603 | Recordkeeping Fees | $126,418 |
LEO LAM INC DBA A & M PRINTING1+ years Service code 50 · EIN 94-3248138 | Direct Payment | $16,443 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 64 · EIN 22-1211670 | Recordkeeping Fees | $2,020 |
Service code 60 | Sub-TA Fees | $0 |
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 | $192,084 | $81,689+135.1% | $57,357+234.9% | $69,651+175.8% |
| Participation rate | 76.6% | 66.0%+10.7pp | 75.1%+1.6pp | 66.6%+10.1pp |
| Annual return | 0.82% | 821.18%-820.4pp | 24.41%-23.6pp | 53.77%-52.9pp |
| Employer contribution / active EE | $7,011 | $3,891+80.2% | $2,689+160.8% | $2,241+212.9% |
| Participant deferral / active EE | $7,616 | $3,019+152.3% | $3,162+140.9% | $3,635+109.5% |
| Admin fee / account holder | $50 | $27+82.0% | $3,357-98.5% | $63-21.5% |