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 | $1,310,836 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 64 · EIN 22-1211670 | Recordkeeping Fees | $1,860 |
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 | $224,846 | $111,945+100.9% | $63,018+256.8% | $80,976+177.7% |
| Participation rate | 69.4% | 65.1%+4.4pp | 74.8%-5.4pp | 68.3%+1.2pp |
| Annual return | 16.36% | 17.10%-0.7pp | 87.63%-71.3pp | 22.91%-6.6pp |
| Employer contribution / active EE | $6,636 | $4,590+44.6% | $2,761+140.4% | $2,402+176.2% |
| Participant deferral / active EE | $7,168 | $3,579+100.3% | $3,330+115.3% | $3,848+86.3% |
| Admin fee / account holder | $39 | $24+61.1% | $3,601-98.9% | $67-41.5% |