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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 OPERATIONS COMPANY INC · SMITHFIELD, RI 02917 | Loan Processing | $25 |
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 | $71,900 | $52,967+35.7% | $172,753-58.4% | $65,186+10.3% |
| Participation rate | 88.9% | 66.2%+22.7pp | 82.6%+6.2pp | 70.2%+18.7pp |
| Annual return | 5.25% | 30.12%-24.9pp | 803.00%-797.7pp | 29.39%-24.1pp |
| Employer contribution / active EE | $1,288 | $2,190-41.2% | $5,144-75.0% | $2,177-40.8% |
| Participant deferral / active EE | $4,162 | $2,471+68.5% | $5,198-19.9% | $3,514+18.4% |
| Admin fee / account holder | $1 | $472-99.8% | $13,956-100.0% | $847-99.9% |