Filed September 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$179,379 |
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 | $265,385 | $62,624+323.8% | $177,989+49.1% | $77,643+241.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 77.1%+22.9pp | 70.6%+29.4pp |
| Annual return | 14.13% | 16.16%-2.0pp | 294.48%-280.4pp | 31.24%-17.1pp |
| Employer contribution / active EE | $6,853 | $1,909+259.0% | $3,949+73.5% | $2,726+151.4% |
| Participant deferral / active EE | $12,160 | $4,219+188.2% | $6,276+93.7% | $4,647+161.6% |
| Admin fee / account holder | -$333 | $386-186.4% | $10,363-103.2% | $430-177.5% |