Filed June 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVES INST OPERS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $4,580,902 |
FINANCIAL ENGINES6+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $4,143,984 |
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 | $109,030 | $139,618-21.9% | $100,530+8.5% | $106,222+2.6% |
| Participation rate | 97.8% | 83.2%+14.6pp | 79.4%+18.4pp | 70.8%+27.0pp |
| Annual return | 16.98% | 22.24%-5.3pp | 30.89%-13.9pp | 21.69%-4.7pp |
| Employer contribution / active EE | $5,453 | $3,379+61.4% | $3,418+59.5% | $2,723+100.2% |
| Participant deferral / active EE | $7,486 | $8,459-11.5% | $6,271+19.4% | $4,600+62.7% |
| Admin fee / account holder | $64 | $91-29.1% | $8,083-99.2% | $78-17.9% |