Filed June 21, 2021
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVES INST OPERS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $4,432,635 |
FINANCIAL ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $4,428,440 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,195 | $116,243-20.7% | $91,994+0.2% | $89,609+2.9% |
| Participation rate | 97.9% | 84.8%+13.2pp | 78.6%+19.3pp | 69.6%+28.4pp |
| Annual return | 22.35% | 23.75%-1.4pp | 69.04%-46.7pp | 33.65%-11.3pp |
| Employer contribution / active EE | $4,797 | $3,226+48.7% | $3,453+38.9% | $2,584+85.6% |
| Participant deferral / active EE | $7,260 | $7,519-3.5% | $5,924+22.5% | $4,222+71.9% |
| Admin fee / account holder | $66 | $82-19.7% | $7,744-99.1% | $72-7.9% |