Filed December 27, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $12,902 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2,033 |
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 | $41,749 | $68,408-39.0% | $57,196-27.0% | $57,658-27.6% |
| Participation rate | 80.6% | 79.1%+1.5pp | 75.3%+5.3pp | 70.2%+10.4pp |
| Annual return | 7.83% | 8.51%-0.7pp | 14.59%-6.8pp | 5.13%+2.7pp |
| Employer contribution / active EE | $4,855 | $2,869+69.2% | $2,683+80.9% | $1,974+146.0% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $18 | $70-73.8% | $3,141-99.4% | $95-80.7% |