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 | $26,397 |
Annual investment return 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 | $131,950 | $159,202-17.1% | $97,995+34.7% | $77,958+69.3% |
| Participation rate | 80.4% | 91.5%-11.0pp | 82.4%-1.9pp | 71.6%+8.8pp |
| Annual return | 3.85% | 28.47%-24.6pp | 23.94%-20.1pp | 20.87%-17.0pp |
| Employer contribution / active EE | $4,162 | $4,224-1.5% | $4,158+0.1% | $2,310+80.1% |
| Participant deferral / active EE | $13,215 | $7,461+77.1% | $5,097+159.3% | $3,537+273.7% |
| Admin fee / account holder | $13 | $83-84.1% | $5,943-99.8% | $97-86.5% |