Filed February 19, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $628,839 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,956 | $104,862+19.2% | $90,161+38.6% | $80,976+54.3% |
| Participation rate | 98.6% | 78.9%+19.7pp | 76.9%+21.7pp | 68.3%+30.3pp |
| Annual return | 17.78% | 20.18%-2.4pp | 34.89%-17.1pp | 22.91%-5.1pp |
| Employer contribution / active EE | $4,927 | $2,724+80.8% | $3,318+48.5% | $2,402+105.1% |
| Participant deferral / active EE | $8,321 | $6,098+36.4% | $5,287+57.4% | $3,848+116.2% |
| Admin fee / account holder | $32 | $76-58.5% | $5,943-99.5% | $67-53.0% |