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 | $18,431 |
TIAA9 years Service code 37 · EIN 13-1624203 | Loan Processing | $146 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,928 | $92,071-39.3% | $63,803-12.3% | $71,012-21.2% |
| Participation rate | 58.2% | 73.7%-15.5pp | 72.7%-14.5pp | 58.6%-0.4pp |
| Annual return | 16.01% | 13.14%+2.9pp | 543.72%-527.7pp | 37.67%-21.7pp |
| Employer contribution / active EE | $1,454 | $3,085-52.9% | $2,532-42.6% | $2,348-38.1% |
| Participant deferral / active EE | $2,132 | $3,765-43.4% | $3,843-44.5% | $3,246-34.3% |
| Admin fee / account holder | $19 | $227-91.7% | $5,196-99.6% | $1,167-98.4% |