Filed December 16, 2015 (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 | $330,121 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,467 | $145,906-48.3% | $67,575+11.7% | $106,553-29.2% |
| Participation rate | 99.7% | 67.1%+32.5pp | 72.9%+26.7pp | 69.8%+29.8pp |
| Annual return | 12.83% | 15.10%-2.3pp | 3528.98%-3516.1pp | 17.37%-4.5pp |
| Employer contribution / active EE | $8 | $6,028-99.9% | $2,736-99.7% | $3,359-99.8% |
| Participant deferral / active EE | $7,103 | $5,093+39.5% | $4,003+77.4% | $5,562+27.7% |
| Admin fee / account holder | $14 | $38-62.5% | $3,993-99.6% | $80-82.2% |