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 | $1,505,506 |
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 | $164,368 | $68,062+141.5% | $185,854-11.6% | $106,520+54.3% |
| Participation rate | 91.9% | 75.2%+16.7pp | 81.7%+10.2pp | 71.3%+20.6pp |
| Annual return | 15.10% | 18.20%-3.1pp | 122.12%-107.0pp | 19.28%-4.2pp |
| Employer contribution / active EE | $9,539 | $1,997+377.6% | $5,169+84.5% | $2,840+235.8% |
| Participant deferral / active EE | $10,900 | $3,990+173.2% | $5,569+95.7% | $4,948+120.3% |
| Admin fee / account holder | $49 | $53-7.3% | $16,246-99.7% | $75-34.4% |