Filed August 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $33,785 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,348 | $52,450-11.6% | $129,295-64.2% | $74,546-37.8% |
| Participation rate | 98.5% | 53.8%+44.6pp | 69.6%+28.8pp | 67.2%+31.3pp |
| Annual return | 13.02% | 15.65%-2.6pp | 9429.28%-9416.3pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $3,854 | $1,532+151.5% | $4,157-7.3% | $2,624+46.8% |
| Participant deferral / active EE | $0 | $2,797-100.0% | $4,169-100.0% | $4,347-100.0% |
| Admin fee / account holder | $130 | $2,636-95.1% | $7,665-98.3% | $1,944-93.3% |