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% | $165,100-58.2% | $77,762-11.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 14.99% | 28.86%-13.9pp | 70.21%-55.2pp | 31.27%-16.3pp |
| Employer contribution / active EE | $4,527 | $2,565+76.5% | $4,348+4.1% | $2,728+65.9% |
| Participant deferral / active EE | $6,863 | $4,904+39.9% | $6,035+13.7% | $4,651+47.6% |
| Admin fee / account holder | $155 | $340-54.4% | $12,696-98.8% | $433-64.2% |