Filed December 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTITUTIONAL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $184,748 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF Service code 72 | Other investment fees and expenses | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,573 | $98,780+140.5% | $60,919+290.0% | $77,906+204.9% |
| Participation rate | 92.8% | 76.7%+16.2pp | 73.1%+19.7pp | 73.7%+19.2pp |
| Annual return | -11.92% | -11.56%-0.4pp | 16.98%-28.9pp | 12.16%-24.1pp |
| Employer contribution / active EE | $8,448 | $3,605+134.4% | $2,704+212.5% | $2,846+196.8% |
| Participant deferral / active EE | $7,816 | $4,200+86.1% | $3,814+104.9% | $4,805+62.7% |
| Admin fee / account holder | $33 | $89-62.7% | $3,226-99.0% | $133-75.1% |