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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $951 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,267 | $60,795+17.2% | $69,455+2.6% | $65,185+9.3% |
| Participation rate | 90.5% | 74.9%+15.6pp | 74.6%+15.9pp | 70.2%+20.3pp |
| Annual return | 0.34% | 17.46%-17.1pp | 28.97%-28.6pp | 29.38%-29.0pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,125 | $3,162+62.1% | $3,535+45.0% | $3,514+45.9% |
| Admin fee / account holder | $5 | $314-98.5% | $3,839-99.9% | $847-99.4% |