Filed October 31, 2019
Total covered: 1,232 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $158,077 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,451 | $136,209-41.7% | $82,312-3.5% | $80,976-1.9% |
| Participation rate | 75.1% | 88.0%-12.9pp | 76.9%-1.8pp | 68.3%+6.9pp |
| Annual return | 19.95% | 21.54%-1.6pp | 25.88%-5.9pp | 22.91%-3.0pp |
| Employer contribution / active EE | $1,184 | $3,633-67.4% | $2,428-51.2% | $2,402-50.7% |
| Participant deferral / active EE | $3,132 | $6,693-53.2% | $3,706-15.5% | $3,848-18.6% |
| Admin fee / account holder | $14 | $62-76.7% | $5,608-99.7% | $67-78.6% |