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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 OPERATIONS COMPANY INC · SMITHFIELD, RI 02917 | Loan Processing | $7,572 |
Filed as: FIDELITY INVEST INST OPER CO, INC. Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,216 | $36,916+44.2% | $156,551-66.0% | $57,658-7.7% |
| Participation rate | 79.8% | 63.4%+16.4pp | 84.0%-4.2pp | 70.2%+9.6pp |
| Annual return | -0.03% | 12.38%-12.4pp | 32.23%-32.3pp | 5.13%-5.2pp |
| Employer contribution / active EE | $1,582 | $1,571+0.7% | $5,501-71.2% | $1,974-19.9% |
| Participant deferral / active EE | $3,476 | $1,926+80.5% | $4,871-28.6% | $3,061+13.6% |
| Admin fee / account holder | $25 | $82-70.1% | $13,028-99.8% | $95-73.9% |