Filed April 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,101 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,208 | $79,779+60.7% | $153,741-16.6% | $74,478+72.1% |
| Participation rate | 95.2% | 69.9%+25.3pp | 77.1%+18.1pp | 67.2%+28.0pp |
| Annual return | 19.54% | 15.08%+4.5pp | 15.71%+3.8pp | 1370.56%-1351.0pp |
| Employer contribution / active EE | $11,101 | $4,026+175.7% | $5,042+120.2% | $2,626+322.7% |
| Participant deferral / active EE | $10,529 | $5,329+97.6% | $6,757+55.8% | $4,350+142.0% |
| Admin fee / account holder | $47 | $1,761-97.3% | $12,749-99.6% | $1,946-97.6% |