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 | $434,242 |
FID INV INST OPS CO2 years 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.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,696 | $83,057-77.5% | $143,801-87.0% | $89,433-79.1% |
| Participation rate | 78.3% | 74.0%+4.2pp | 80.3%-2.0pp | 71.3%+7.0pp |
| Annual return | -26.73% | -13.97%-12.8pp | -0.04%-26.7pp | -11.88%-14.9pp |
| Employer contribution / active EE | $3,028 | $2,095+44.5% | $4,952-38.9% | $3,021+0.2% |
| Participant deferral / active EE | $48 | $4,281-98.9% | $5,639-99.1% | $5,125-99.1% |
| Admin fee / account holder | $12 | $83-85.2% | $14,680-99.9% | $79-84.5% |