Filed May 12, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP Service code 37 · EIN 04-2647786 | Loan Processing | $7,034 |
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 | $88,641 | $67,166+32.0% | $57,356+54.5% | $55,191+60.6% |
| Participation rate | 95.6% | 77.7%+17.9pp | 75.1%+20.6pp | 69.2%+26.5pp |
| Annual return | 2.19% | 4.22%-2.0pp | 24.41%-22.2pp | 10.78%-8.6pp |
| Employer contribution / active EE | $3,832 | $2,812+36.3% | $2,689+42.5% | $1,899+101.8% |
| Participant deferral / active EE | $3,684 | $2,835+30.0% | $3,162+16.5% | $3,046+20.9% |
| Admin fee / account holder | $5 | $44-87.6% | $3,357-99.8% | $91-94.0% |