Filed October 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 39-1897480 | Advisory (Plan) | $41,055 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,944 | $69,774+103.4% | $67,561+110.1% | $74,429+90.7% |
| Participation rate | 65.0% | 71.4%-6.4pp | 72.9%-7.9pp | 67.2%-2.2pp |
| Annual return | 13.72% | -40.53%+54.3pp | 3525.44%-3511.7pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $5,568 | $2,710+105.5% | $2,735+103.6% | $2,625+112.1% |
| Participant deferral / active EE | $3,964 | $3,636+9.0% | $4,003-1.0% | $4,348-8.8% |
| Admin fee / account holder | $125 | $890-85.9% | $4,006-96.9% | $1,944-93.5% |