Filed December 13, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST. INSTIT OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $66,705 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,560 | $91,710+112.1% | $67,560+188.0% | $77,762+150.2% |
| Participation rate | 77.8% | 76.0%+1.8pp | 72.9%+4.9pp | 70.6%+7.2pp |
| Annual return | 11.36% | 14.88%-3.5pp | 3533.50%-3522.1pp | 31.27%-19.9pp |
| Employer contribution / active EE | $6,411 | $3,187+101.1% | $2,737+134.3% | $2,728+135.0% |
| Participant deferral / active EE | $4,987 | $3,911+27.5% | $4,004+24.6% | $4,651+7.2% |
| Admin fee / account holder | $62 | $245-74.8% | $3,994-98.5% | $433-85.7% |