Filed September 28, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $41,887 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $116,332 | $144,604-19.6% | $88,497+31.5% | $63,975+81.8% |
| Participation rate | 94.4% | 91.8%+2.5pp | 82.4%+12.0pp | 71.1%+23.3pp |
| Annual return | 8.84% | 9.63%-0.8pp | 7.63%+1.2pp | 48.65%-39.8pp |
| Employer contribution / active EE | $3,629 | $4,008-9.4% | $4,036-10.1% | $2,182+66.4% |
| Participant deferral / active EE | $10,803 | $7,027+53.7% | $4,899+120.5% | $3,356+221.9% |
| Admin fee / account holder | $64 | $78-18.7% | $6,220-99.0% | $70-9.5% |