Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $313,718 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $24,467 | $68,062-64.1% | $185,854-86.8% | $106,520-77.0% |
| Participation rate | 78.8% | 75.2%+3.6pp | 81.7%-2.9pp | 71.3%+7.5pp |
| Annual return | 52.54% | 18.20%+34.3pp | 122.12%-69.6pp | 19.28%+33.3pp |
| Employer contribution / active EE | $3,162 | $1,997+58.3% | $5,169-38.8% | $2,840+11.3% |
| Participant deferral / active EE | $121 | $3,990-97.0% | $5,569-97.8% | $4,948-97.6% |
| Admin fee / account holder | $10 | $53-80.5% | $16,246-99.9% | $75-86.2% |