Filed September 29, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $64,573 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIEDELITY INVESTMENTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,282 | $54,890+82.7% | $63,244+58.6% | $59,188+69.4% |
| Participation rate | 97.5% | 75.6%+22.0pp | 71.0%+26.5pp | 69.4%+28.1pp |
| Annual return | 9.91% | 4.56%+5.4pp | -70.31%+80.2pp | 5.51%+4.4pp |
| Employer contribution / active EE | $4,597 | $1,831+151.1% | $2,322+98.0% | $2,098+119.1% |
| Participant deferral / active EE | $5,640 | $2,803+101.2% | $2,953+91.0% | $3,265+72.8% |
| Admin fee / account holder | $12 | $66-82.5% | $5,893-99.8% | $92-87.5% |