Filed September 22, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$13,975 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,810 | $60,504+187.3% | $81,882+112.3% | $74,478+133.4% |
| Participation rate | 88.6% | 62.9%+25.7pp | 72.4%+16.2pp | 67.2%+21.3pp |
| Annual return | 11.66% | 16.91%-5.2pp | 779.47%-767.8pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $11,178 | $2,627+325.6% | $2,916+283.3% | $2,626+325.6% |
| Participant deferral / active EE | $0 | $3,400-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | -$59 | $1,492-104.0% | $7,360-100.8% | $1,946-103.1% |