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 | $12,393 |
WITHUMSMITH+BROWN, PC1 year Filed as: PARKER, BROWN MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $9,494 |
TIAA4 years Service code 37 · EIN 13-1624203 | Loan Processing | $200 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,294 | $84,948-19.6% | $70,492-3.1% | $73,415-7.0% |
| Participation rate | 56.3% | 79.9%-23.7pp | 75.1%-18.8pp | 72.2%-15.9pp |
| Annual return | 13.71% | 13.39%+0.3pp | 109.16%-95.5pp | 59.30%-45.6pp |
| Employer contribution / active EE | $721 | $2,834-74.6% | $2,738-73.7% | $2,234-67.7% |
| Participant deferral / active EE | $1,790 | $3,387-47.2% | $3,711-51.8% | $3,806-53.0% |
| Admin fee / account holder | $40 | $98-58.9% | $3,848-99.0% | $158-74.5% |