Filed May 12, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $7,700 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $90,053 | $52,467+71.6% | $57,196+57.4% | $55,167+63.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 7.34% | 7.72%-0.4pp | 14.59%-7.3pp | 169.23%-161.9pp |
| Employer contribution / active EE | $31,128 | $2,477+1156.5% | $2,683+1060.2% | $1,963+1486.1% |
| Participant deferral / active EE | $26,419 | $2,830+833.5% | $3,096+753.3% | $3,054+765.0% |
| Admin fee / account holder | $5 | $269-98.0% | $3,141-99.8% | $504-98.9% |