Filed October 31, 2019
Total covered: 1,232 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $229,132 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,231 | $161,802-49.2% | $96,544-14.8% | $96,393-14.7% |
| Participation rate | 97.3% | 92.5%+4.9pp | 76.0%+21.4pp | 71.3%+26.0pp |
| Annual return | 4.54% | 18.41%-13.9pp | 25.84%-21.3pp | 22.88%-18.3pp |
| Employer contribution / active EE | $3,993 | $5,381-25.8% | $2,965+34.7% | $3,238+23.3% |
| Participant deferral / active EE | $7,097 | $8,927-20.5% | $4,851+46.3% | $5,455+30.1% |
| Admin fee / account holder | $14 | $61-77.4% | $8,252-99.8% | $74-81.3% |