Filed October 4, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,145 | $122,063+132.0% | $184,256+53.7% | $74,478+280.2% |
| Participation rate | 7.1% | 85.5%-78.3pp | 86.8%-79.7pp | 67.2%-60.1pp |
| Annual return | 22.77% | 19.92%+2.9pp | 28.85%-6.1pp | 1370.56%-1347.8pp |
| Employer contribution / active EE | $6,992 | $4,539+54.0% | $6,427+8.8% | $2,626+166.2% |
| Participant deferral / active EE | $7,316 | $7,144+2.4% | $9,133-19.9% | $4,350+68.2% |
| Admin fee / account holder | $77 | $1,253-93.8% | $13,899-99.4% | $1,946-96.0% |