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 | $79,700+60.9% | $153,500-16.5% | $74,429+72.3% |
| Participation rate | 95.2% | 69.8%+25.4pp | 77.1%+18.1pp | 67.2%+28.0pp |
| Annual return | 19.54% | 15.07%+4.5pp | 15.70%+3.8pp | 1368.38%-1348.8pp |
| Employer contribution / active EE | $11,101 | $4,016+176.4% | $5,039+120.3% | $2,625+322.9% |
| Participant deferral / active EE | $10,529 | $5,315+98.1% | $6,756+55.9% | $4,348+142.1% |
| Admin fee / account holder | $47 | $1,790-97.4% | $12,736-99.6% | $1,944-97.6% |