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 60 · EIN 04-2647786 | Sub-TA Fees | $44,718 |
TIAA1 year Service code 99 · EIN 13-1624203 | Other Fees | $39,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $154,117 | $87,173+76.8% | $59,899+157.3% | $75,289+104.7% |
| Participation rate | 69.1% | 74.5%-5.4pp | 74.7%-5.6pp | 72.4%-3.3pp |
| Annual return | -2.04% | -2.14%+0.1pp | 3.46%-5.5pp | -0.04%-2.0pp |
| Employer contribution / active EE | $4,590 | $3,473+32.2% | $2,723+68.6% | $2,405+90.9% |
| Participant deferral / active EE | $3,350 | $3,379-0.9% | $3,403-1.6% | $3,739-10.4% |
| Admin fee / account holder | $46 | $75-38.3% | $3,592-98.7% | $102-54.9% |