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 | $6,631 |
Service code 16 · EIN 31-1582098 | Consulting | $488 |
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 | $79,164 | $80,992-2.3% | $96,564-18.0% | $75,184+5.3% |
| Participation rate | 69.2% | 71.8%-2.6pp | 76.0%-6.8pp | 67.2%+2.0pp |
| Annual return | 10.04% | 27.06%-17.0pp | 25.89%-15.9pp | 160.78%-150.7pp |
| Employer contribution / active EE | $1,269 | $2,283-44.4% | $2,967-57.2% | $2,671-52.5% |
| Participant deferral / active EE | $2,157 | $3,929-45.1% | $4,852-55.5% | $4,127-47.7% |
| Admin fee / account holder | $55 | $6,717-99.2% | $8,256-99.3% | $5,652-99.0% |