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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $425 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,952 | $55,002+30.8% | $59,899+20.1% | $56,289+27.8% |
| Participation rate | 96.8% | 75.9%+20.9pp | 74.7%+22.1pp | 69.9%+27.0pp |
| Annual return | 17.03% | 1.13%+15.9pp | 3.46%+13.6pp | -9.96%+27.0pp |
| Employer contribution / active EE | $4 | $2,448-99.8% | $2,723-99.9% | $2,111-99.8% |
| Participant deferral / active EE | $5,169 | $3,121+65.6% | $3,402+51.9% | $3,350+54.3% |
| Admin fee / account holder | $2 | $236-99.2% | $3,592-99.9% | $521-99.6% |