Filed May 12, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $83,161 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $5,047 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $95,907 | $204,517-53.1% | $69,464+38.1% | $77,775+23.3% |
| Participation rate | 78.8% | 74.6%+4.1pp | 74.6%+4.2pp | 73.2%+5.5pp |
| Annual return | 18.67% | 22.10%-3.4pp | 28.98%-10.3pp | 32.58%-13.9pp |
| Employer contribution / active EE | $3,296 | $3,548-7.1% | $2,779+18.6% | $2,504+31.6% |
| Participant deferral / active EE | $3,184 | $3,478-8.5% | $3,536-10.0% | $3,966-19.7% |
| Admin fee / account holder | $47 | $101-53.1% | $3,840-98.8% | $100-52.8% |