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 | $29,929 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,019 | $107,459+138.2% | $135,903+88.4% | $80,160+219.4% |
| Participation rate | 89.8% | 78.0%+11.8pp | 81.9%+7.9pp | 72.9%+16.9pp |
| Annual return | 20.27% | 91.91%-71.6pp | 68.23%-48.0pp | 40.38%-20.1pp |
| Employer contribution / active EE | $4,960 | $3,877+27.9% | $4,856+2.1% | $2,978+66.6% |
| Participant deferral / active EE | $15,329 | $8,195+87.1% | $7,758+97.6% | $5,017+205.5% |
| Admin fee / account holder | $11 | $127-91.3% | $10,762-99.9% | $145-92.4% |