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 37 · EIN 04-2647786 | Loan Processing | $53,940 |
TIAA6 years Service code 99 · EIN 13-1624203 | Other Fees | $49,953 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,571 | $83,884+118.8% | $64,110+186.3% | $74,478+146.5% |
| Participation rate | 74.7% | 76.6%-1.9pp | 72.3%+2.3pp | 70.7%+3.9pp |
| Annual return | 14.57% | 16.57%-2.0pp | 33.75%-19.2pp | 34.37%-19.8pp |
| Employer contribution / active EE | $6,416 | $3,084+108.1% | $2,751+133.3% | $2,637+143.3% |
| Participant deferral / active EE | $4,999 | $3,692+35.4% | $3,883+28.8% | $4,530+10.4% |
| Admin fee / account holder | $49 | $196-74.8% | $3,071-98.4% | $347-85.8% |