Filed December 13, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INSTIT OPER CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,225 | $92,091+77.2% | $63,018+159.0% | $77,958+109.4% |
| Participation rate | 68.3% | 74.5%-6.2pp | 74.8%-6.5pp | 71.6%-3.4pp |
| Annual return | 13.90% | 16.23%-2.3pp | 87.63%-73.7pp | 20.87%-7.0pp |
| Employer contribution / active EE | $4,663 | $3,424+36.2% | $2,761+68.9% | $2,310+101.8% |
| Participant deferral / active EE | $3,386 | $3,361+0.7% | $3,330+1.7% | $3,537-4.3% |
| Admin fee / account holder | $6 | $48-88.5% | $3,601-99.8% | $97-94.3% |