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 | $70,442 |
TIAA3 years Service code 99 · EIN 13-1624203 | Other Fees | $65,660 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $187,124 | $105,581+77.2% | $70,492+165.5% | $90,274+107.3% |
| Participation rate | 74.7% | 77.5%-2.9pp | 75.1%-0.4pp | 73.4%+1.3pp |
| Annual return | 12.47% | 14.78%-2.3pp | 109.16%-96.7pp | 53.97%-41.5pp |
| Employer contribution / active EE | $3,359 | $3,304+1.7% | $2,738+22.7% | $2,523+33.1% |
| Participant deferral / active EE | $3,903 | $3,813+2.4% | $3,711+5.2% | $4,231-7.8% |
| Admin fee / account holder | $70 | $68+4.3% | $3,848-98.2% | $114-38.2% |