Filed November 1, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 INSTITUTIONAL OPERATIONS CO. INC. · BOSTON, MA 02210 | Loan Processing | $8,759 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,709 | $84,236-75.4% | $170,435-87.8% | $70,126-70.5% |
| Participation rate | 90.9% | 70.8%+20.1pp | 83.6%+7.3pp | 69.5%+21.4pp |
| Annual return | 16.98% | 23.06%-6.1pp | 205.94%-189.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,457 | $3,086+12.0% | $4,939-30.0% | $3,332+3.8% |
| Admin fee / account holder | $103 | $5,698-98.2% | $13,881-99.3% | $4,645-97.8% |