Filed December 27, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,768 | $85,199-69.8% | $57,196-54.9% | $63,975-59.7% |
| Participation rate | 39.7% | 74.0%-34.3pp | 75.3%-35.6pp | 71.1%-31.4pp |
| Annual return | 8.96% | 10.43%-1.5pp | 14.59%-5.6pp | 48.65%-39.7pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,683-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,322 | $3,109-57.5% | $3,096-57.3% | $3,356-60.6% |
| Admin fee / account holder | $3 | $39-92.5% | $3,141-99.9% | $70-95.9% |