Filed June 21, 2021
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVES INST OPERS CO, INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $5,425,380 |
FINANCIAL ENGINES8+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $5,128,904 |
SB & COMPANY, LLC1 year Service code 10 · EIN 20-2153727 | Accounting | $51,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,297 | $125,578-9.8% | $86,460+31.0% | $89,433+26.7% |
| Participation rate | 97.7% | 86.1%+11.5pp | 80.3%+17.3pp | 71.3%+26.4pp |
| Annual return | -15.47% | -16.42%+1.0pp | 4399.82%-4415.3pp | -11.88%-3.6pp |
| Employer contribution / active EE | $6,186 | $4,137+49.5% | $3,771+64.1% | $3,021+104.8% |
| Participant deferral / active EE | $8,752 | $9,976-12.3% | $6,954+25.9% | $5,125+70.8% |
| Admin fee / account holder | $74 | $94-21.4% | $6,727-98.9% | $79-6.7% |