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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS COMPANY Service code 37 · EIN 04-2647786 | Loan Processing | $8,960 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,665 | $63,768-22.1% | $98,483-49.6% | $79,391-37.4% |
| Participation rate | 97.8% | 69.9%+27.9pp | 73.3%+24.4pp | 70.7%+27.1pp |
| Annual return | 24.96% | 626.18%-601.2pp | 1494.38%-1469.4pp | 116.88%-91.9pp |
| Employer contribution / active EE | $2,764 | $2,558+8.1% | $2,961-6.7% | $2,428+13.8% |
| Participant deferral / active EE | $2,876 | $3,305-13.0% | $4,276-32.8% | $4,046-28.9% |
| Admin fee / account holder | $25 | $516-95.2% | $5,953-99.6% | $627-96.1% |