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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 82 DEVONSHIRE ST · BOSTON, MA 02109 | Loan Processing | $1,156 |
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 | $189,206 | $72,177+162.1% | $115,038+64.5% | $59,633+217.3% |
| Participation rate | 94.9% | 72.6%+22.4pp | 81.4%+13.5pp | 68.7%+26.2pp |
| Annual return | 1.55% | 12.02%-10.5pp | 26.14%-24.6pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $598 | $2,841-79.0% | $4,608-87.0% | $2,203-72.9% |
| Participant deferral / active EE | $7,159 | $4,783+49.7% | $6,026+18.8% | $3,192+124.3% |
| Admin fee / account holder | $17 | $4,927-99.7% | $8,175-99.8% | $4,297-99.6% |