Filed December 23, 2014 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTL OPS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $13,476 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,355 | $122,128+136.9% | $147,117+96.7% | $200,096+44.6% |
| Participation rate | 89.6% | 78.2%+11.4pp | 82.2%+7.4pp | 72.0%+17.6pp |
| Annual return | 16.16% | 30.58%-14.4pp | 420.54%-404.4pp | 34.26%-18.1pp |
| Employer contribution / active EE | $9,217 | $4,093+125.2% | $4,932+86.9% | $3,038+203.4% |
| Participant deferral / active EE | $15,853 | $8,484+86.9% | $8,065+96.6% | $5,090+211.5% |
| Admin fee / account holder | $5 | $180-97.2% | $12,993-100.0% | $269-98.2% |