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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,355 | $122,186+136.8% | $146,958+96.9% | $199,593+45.0% |
| Participation rate | 89.6% | 78.3%+11.3pp | 82.2%+7.4pp | 72.0%+17.6pp |
| Annual return | 16.16% | 30.56%-14.4pp | 418.34%-402.2pp | 34.25%-18.1pp |
| Employer contribution / active EE | $9,217 | $4,093+125.2% | $4,933+86.8% | $3,034+203.8% |
| Participant deferral / active EE | $15,853 | $8,502+86.5% | $8,070+96.4% | $5,087+211.7% |
| Admin fee / account holder | $5 | $179-97.2% | $12,998-100.0% | $269-98.2% |