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 | $198,994 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,264 | $138,331-44.9% | $86,717-12.1% | $89,433-14.7% |
| Participation rate | 96.8% | 88.9%+7.9pp | 76.6%+20.2pp | 71.3%+25.5pp |
| Annual return | -12.66% | -11.72%-0.9pp | 35.97%-48.6pp | -11.88%-0.8pp |
| Employer contribution / active EE | $2,855 | $4,812-40.7% | $2,837+0.6% | $3,021-5.5% |
| Participant deferral / active EE | $6,059 | $8,027-24.5% | $4,657+30.1% | $5,125+18.2% |
| Admin fee / account holder | $12 | $64-81.7% | $7,494-99.8% | $79-85.2% |