| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $577,096 |
Filed as: FIDELITY INV INST OPS CO., INC. Service code 60 | Sub-TA Fees | $0 |
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 | $193,883 | $82,422+135.2% | $67,652+186.6% | $67,505+187.2% |
| Participation rate | 95.9% | 84.2%+11.7pp | 75.7%+20.3pp | 71.2%+24.7pp |
| Annual return | -0.60% | 12.72%-13.3pp | 6625.40%-6626.0pp | 6.52%-7.1pp |
| Employer contribution / active EE | $14,864 | $2,879+416.4% | $2,266+556.1% | $2,173+584.1% |
| Participant deferral / active EE | $11,712 | $5,020+133.3% | $3,560+229.0% | $3,597+225.6% |
| Admin fee / account holder | $96 | $53+80.3% | $4,821-98.0% | $56+70.9% |