Filed June 7, 2016 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,676 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,935 | $129,227-34.3% | $184,256-53.9% | $77,762+9.2% |
| Participation rate | 97.5% | 87.4%+10.2pp | 86.8%+10.7pp | 70.6%+26.9pp |
| Annual return | 16.70% | 33.24%-16.5pp | 28.85%-12.2pp | 31.27%-14.6pp |
| Employer contribution / active EE | $3,970 | $4,412-10.0% | $6,427-38.2% | $2,728+45.5% |
| Participant deferral / active EE | $5,983 | $7,307-18.1% | $9,133-34.5% | $4,651+28.7% |
| Admin fee / account holder | $6 | $256-97.6% | $13,899-100.0% | $433-98.6% |