Filed July 15, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $51,862 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,859 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,981 | $89,465-22.9% | $164,866-58.2% | $77,671-11.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 14.99% | 28.81%-13.8pp | 69.97%-55.0pp | 31.21%-16.2pp |
| Employer contribution / active EE | $4,527 | $2,568+76.3% | $4,343+4.2% | $2,726+66.0% |
| Participant deferral / active EE | $6,863 | $4,897+40.1% | $6,033+13.8% | $4,648+47.7% |
| Admin fee / account holder | $155 | $340-54.4% | $12,689-98.8% | $430-64.0% |