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 | $91,680+112.2% | $67,524+188.1% | $77,692+150.4% |
| Participation rate | 77.8% | 76.0%+1.8pp | 72.9%+4.9pp | 70.6%+7.2pp |
| Annual return | 11.36% | 14.87%-3.5pp | 3519.41%-3508.0pp | 31.25%-19.9pp |
| Employer contribution / active EE | $6,411 | $3,186+101.2% | $2,734+134.5% | $2,726+135.2% |
| Participant deferral / active EE | $4,987 | $3,909+27.6% | $4,001+24.6% | $4,648+7.3% |
| Admin fee / account holder | $62 | $176-64.9% | $4,001-98.5% | $431-85.6% |