Filed May 1, 2020 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $13,265 |
TIAA7 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.
Participant contribution per participant 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 | $60,461 | $83,884-27.9% | $64,110-5.7% | $74,478-18.8% |
| Participation rate | 47.2% | 76.6%-29.4pp | 72.3%-25.1pp | 70.7%-23.5pp |
| Annual return | 24.10% | 16.57%+7.5pp | 33.75%-9.6pp | 34.37%-10.3pp |
| Employer contribution / active EE | $1,050 | $3,084-65.9% | $2,751-61.8% | $2,637-60.2% |
| Participant deferral / active EE | $1,586 | $3,692-57.0% | $3,883-59.2% | $4,530-65.0% |
| Admin fee / account holder | $17 | $196-91.3% | $3,071-99.4% | $347-95.1% |