Filed May 1, 2020 (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 | $16,402 |
TIAA8 years Service code 37 · EIN 13-1624203 | Loan Processing | $175 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,912 | $91,692-35.8% | $67,561-12.8% | $77,714-24.2% |
| Participation rate | 55.8% | 76.0%-20.3pp | 72.9%-17.1pp | 70.6%-14.8pp |
| Annual return | 11.50% | 14.88%-3.4pp | 3525.44%-3513.9pp | 31.26%-19.8pp |
| Employer contribution / active EE | $1,468 | $3,188-53.9% | $2,735-46.3% | $2,727-46.2% |
| Participant deferral / active EE | $2,188 | $3,912-44.1% | $4,003-45.3% | $4,649-52.9% |
| Admin fee / account holder | $24 | $245-90.1% | $4,006-99.4% | $433-94.4% |