Filed May 15, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INST. OPERATIONS COMPANY Service code 37 · EIN 04-2647786 | Loan Processing | $11,836 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $11,050 |
HALLETT ASSOCIATES, INC.1+ years Service code 11 · EIN 25-1592340 | Actuarial | $5,620 |
Filed as: FIDELITY INST. OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
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 | $55,702 | $54,320+2.5% | $67,652-17.7% | $52,331+6.4% |
| Participation rate | 93.3% | 73.6%+19.7pp | 75.7%+17.6pp | 68.1%+25.2pp |
| Annual return | 0.10% | 6.81%-6.7pp | 6625.40%-6625.3pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,881 | $1,544+21.8% | $2,266-17.0% | $1,8820% |
| Participant deferral / active EE | $4,430 | $2,950+50.2% | $3,560+24.4% | $3,022+46.6% |
| Admin fee / account holder | $111 | $527-79.0% | $4,821-97.7% | $592-81.3% |