Filed December 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST INSTITUTIONAL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $213,051 |
Filed as: EMPOWER ANNUITY IN CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $1,842 |
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 | $278,194 | $113,568+145.0% | $67,560+311.8% | $200,096+39.0% |
| Participation rate | 83.5% | 73.3%+10.2pp | 72.9%+10.6pp | 72.0%+11.5pp |
| Annual return | 12.37% | 15.88%-3.5pp | 3533.50%-3521.1pp | 34.26%-21.9pp |
| Employer contribution / active EE | $6,557 | $3,409+92.3% | $2,737+139.6% | $3,038+115.9% |
| Participant deferral / active EE | $7,566 | $4,163+81.8% | $4,004+89.0% | $5,090+48.7% |
| Admin fee / account holder | $152 | $102+48.2% | $3,994-96.2% | $269-43.6% |