Filed June 21, 2021
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVES INST OPERS CO, INC. Service code 25 · EIN 04-2647786 | Directed Trustee | $5,517,642 |
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $5,094,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,931 | $85,590-32.3% | $73,309-21.0% | $69,651-16.8% |
| Participation rate | 98.6% | 78.5%+20.1pp | 74.9%+23.7pp | 66.6%+32.0pp |
| Annual return | 1.08% | 29.41%-28.3pp | 5.67%-4.6pp | 53.77%-52.7pp |
| Employer contribution / active EE | $3,721 | $2,537+46.7% | $3,237+14.9% | $2,241+66.1% |
| Participant deferral / active EE | $4,641 | $5,237-11.4% | $4,991-7.0% | $3,635+27.7% |
| Admin fee / account holder | $87 | $72+21.3% | $5,635-98.5% | $63+38.1% |