Filed January 10, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $54,365 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,222 | $132,049+25.1% | $200,582-17.6% | $74,304+122.4% |
| Participation rate | 98.4% | 84.1%+14.3pp | 86.9%+11.5pp | 60.3%+38.0pp |
| Annual return | 15.52% | 22.22%-6.7pp | 42.33%-26.8pp | 29.43%-13.9pp |
| Employer contribution / active EE | $7,656 | $4,558+68.0% | $6,419+19.3% | $2,241+241.6% |
| Participant deferral / active EE | $7,375 | $7,213+2.2% | $9,331-21.0% | $3,767+95.8% |
| Admin fee / account holder | $227 | $2,405-90.6% | $16,305-98.6% | $2,969-92.4% |