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 | $52,507-11.7% | $129,406-64.2% | $74,478-37.8% |
| Participation rate | 98.5% | 53.9%+44.6pp | 69.6%+28.8pp | 67.2%+31.2pp |
| Annual return | 13.02% | 15.64%-2.6pp | 9468.18%-9455.2pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $3,854 | $1,534+151.2% | $4,155-7.3% | $2,626+46.7% |
| Participant deferral / active EE | $0 | $2,801-100.0% | $4,167-100.0% | $4,350-100.0% |
| Admin fee / account holder | $130 | $2,639-95.1% | $7,689-98.3% | $1,946-93.3% |