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 INSTITUTIONAL OPERATIONS C Service code 37 · EIN 04-2647786 | Loan Processing | $1,267,732 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,836 | $129,352+104.7% | $70,492+275.7% | $106,273+149.2% |
| Participation rate | 84.8% | 73.1%+11.7pp | 75.1%+9.7pp | 70.8%+14.0pp |
| Annual return | 14.32% | 13.88%+0.4pp | 109.16%-94.8pp | 21.70%-7.4pp |
| Employer contribution / active EE | $8,995 | $5,470+64.5% | $2,738+228.5% | $2,722+230.4% |
| Participant deferral / active EE | $10,203 | $4,597+121.9% | $3,711+175.0% | $4,601+121.7% |
| Admin fee / account holder | $34 | $37-6.0% | $3,848-99.1% | $78-56.0% |