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 | $1,278,885 |
Filed as: FIDELITY INV. INST. OPERATIONS Service code 64 · EIN 04-3532603 | Recordkeeping Fees | $68,913 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 64 · EIN 22-1211670 | Recordkeeping Fees | $2,080 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $178 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $200,500 | $89,117+125.0% | $57,196+250.5% | $329,111-39.1% |
| Participation rate | 69.3% | 67.2%+2.0pp | 75.3%-6.0pp | 67.9%+1.4pp |
| Annual return | 7.83% | 7.87%0pp | 14.59%-6.8pp | 16.35%-8.5pp |
| Employer contribution / active EE | $6,430 | $4,034+59.4% | $2,683+139.6% | $2,303+179.1% |
| Participant deferral / active EE | $6,964 | $3,328+109.2% | $3,096+124.9% | $3,682+89.1% |
| Admin fee / account holder | $42 | $21+96.1% | $3,141-98.7% | $754-94.5% |