Filed March 1, 2022 (most recent of 4 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $305,592 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,276 | $145,513+21.1% | $184,256-4.3% | $99,313+77.5% |
| Participation rate | 97.2% | 90.3%+7.0pp | 86.8%+10.4pp | 71.7%+25.5pp |
| Annual return | 17.83% | 21.25%-3.4pp | 28.85%-11.0pp | 17.67%+0.2pp |
| Employer contribution / active EE | $3,083 | $5,354-42.4% | $6,427-52.0% | $3,264-5.5% |
| Participant deferral / active EE | $7,296 | $8,423-13.4% | $9,133-20.1% | $5,346+36.5% |
| Admin fee / account holder | $39 | $78-49.2% | $13,899-99.7% | $109-63.8% |