Filed April 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $9,621 |
Service code 16 · EIN 31-1582098 | Consulting | $5,878 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,794 | $86,294+13.3% | $111,319-12.1% | $85,852+13.9% |
| Participation rate | 69.2% | 73.3%-4.1pp | 77.3%-8.1pp | 69.3%-0.1pp |
| Annual return | 8.72% | 19.99%-11.3pp | 54.68%-46.0pp | 318.66%-309.9pp |
| Employer contribution / active EE | $1,323 | $2,044-35.3% | $2,732-51.6% | $2,566-48.4% |
| Participant deferral / active EE | $2,094 | $3,641-42.5% | $4,488-53.3% | $3,952-47.0% |
| Admin fee / account holder | $113 | $8,190-98.6% | $7,966-98.6% | $6,261-98.2% |