Filed November 17, 2021 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPER. COMPANY Service code 37 · EIN 04-2647786 | Loan Processing | -$1,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,021 | $204,517-67.7% | $69,480-5.0% | $77,775-15.1% |
| Participation rate | 62.1% | 74.6%-12.5pp | 74.6%-12.5pp | 73.2%-11.1pp |
| Annual return | 22.44% | 22.10%+0.3pp | 28.99%-6.5pp | 32.58%-10.1pp |
| Employer contribution / active EE | $0 | $3,548-100.0% | $2,780-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $5,653 | $3,478+62.5% | $3,537+59.8% | $3,966+42.5% |
| Admin fee / account holder | $3 | $101-96.5% | $3,840-99.9% | $100-96.5% |