Filed November 30, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$20,361 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,060 | $122,239+62.0% | $184,203+7.5% | $74,495+165.9% |
| Participation rate | 99.6% | 85.5%+14.1pp | 86.8%+12.7pp | 67.2%+32.4pp |
| Annual return | 17.19% | 19.95%-2.8pp | 28.81%-11.6pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $9,870 | $4,537+117.5% | $6,427+53.6% | $2,623+276.3% |
| Participant deferral / active EE | $7,184 | $7,139+0.6% | $9,131-21.3% | $4,346+65.3% |
| Admin fee / account holder | -$72 | $1,260-105.7% | $13,901-100.5% | $1,942-103.7% |