Filed April 25, 2011 (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 INSTITUTIONAL OPERATIONS C Service code 15 · EIN 04-2647786 | Recordkeeping | $1,372,667 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,333 | $66,513+120.0% | $178,510-18.0% | $106,273+37.7% |
| Participation rate | 95.2% | 73.8%+21.5pp | 81.9%+13.3pp | 70.8%+24.4pp |
| Annual return | 15.54% | 21.81%-6.3pp | 151.13%-135.6pp | 21.70%-6.2pp |
| Employer contribution / active EE | $9,211 | $1,776+418.7% | $5,011+83.8% | $2,722+238.3% |
| Participant deferral / active EE | $10,244 | $3,679+178.4% | $5,202+96.9% | $4,601+122.6% |
| Admin fee / account holder | $47 | $53-12.0% | $13,988-99.7% | $78-40.0% |