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 | $377,443 |
FID INV INST OPS CO3 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.
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 | $23,550 | $68,330-65.5% | $149,740-84.3% | $96,393-75.6% |
| Participation rate | 81.3% | 74.6%+6.7pp | 78.8%+2.5pp | 71.3%+10.0pp |
| Annual return | 20.41% | 29.64%-9.2pp | 134.51%-114.1pp | 22.88%-2.5pp |
| Employer contribution / active EE | $3,378 | $2,139+57.9% | $4,821-29.9% | $3,239+4.3% |
| Participant deferral / active EE | $44 | $4,422-99.0% | $5,683-99.2% | $5,455-99.2% |
| Admin fee / account holder | $10 | $52-80.8% | $13,222-99.9% | $74-86.5% |