Filed September 16, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 38-2722519 | Advisory (Plan) | $101,272 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$72,077 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,725 | $88,890+32.4% | $102,423+14.9% | $77,643+51.6% |
| Participation rate | 95.2% | 80.9%+14.3pp | 76.5%+18.7pp | 70.6%+24.6pp |
| Annual return | 14.25% | 24.98%-10.7pp | 29.32%-15.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $3,676 | $2,698+36.3% | $3,023+21.6% | $2,726+34.9% |
| Participant deferral / active EE | $6,427 | $5,145+24.9% | $5,053+27.2% | $4,647+38.3% |
| Admin fee / account holder | $60 | $235-74.6% | $9,451-99.4% | $430-86.1% |