Filed March 2, 2020 (most recent of 2 filings on file)
Total covered: 227 employees
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $79,396 |
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 | $272,717 | $178,759+52.6% | $102,423+166.3% | $106,382+156.4% |
| Participation rate | 96.5% | 91.3%+5.2pp | 76.5%+20.0pp | 69.9%+26.6pp |
| Annual return | 13.60% | 17.23%-3.6pp | 29.32%-15.7pp | 17.37%-3.8pp |
| Employer contribution / active EE | $7,836 | $5,750+36.3% | $3,023+159.2% | $3,364+133.0% |
| Participant deferral / active EE | $8,475 | $9,466-10.5% | $5,053+67.7% | $5,569+52.2% |
| Admin fee / account holder | $2 | $62-96.6% | $9,451-100.0% | $79-97.3% |