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 | $68,207 |
TIAA2 years Service code 99 · EIN 13-1624203 | Other Fees | $57,147 |
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 | $171,284 | $204,517-16.2% | $69,480+146.5% | $77,775+120.2% |
| Participation rate | 72.7% | 74.6%-1.9pp | 74.6%-1.9pp | 73.2%-0.5pp |
| Annual return | 16.96% | 22.10%-5.1pp | 28.99%-12.0pp | 32.58%-15.6pp |
| Employer contribution / active EE | $4,674 | $3,548+31.8% | $2,780+68.2% | $2,504+86.7% |
| Participant deferral / active EE | $3,413 | $3,478-1.9% | $3,537-3.5% | $3,966-13.9% |
| Admin fee / account holder | $67 | $101-33.1% | $3,840-98.2% | $100-32.8% |