Filed December 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,852 |
Service code 27 · EIN 91-1802259 | Advisory (Plan) | $6,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,511 | $79,181-0.8% | $102,423-23.3% | $74,429+5.5% |
| Participation rate | 97.8% | 74.8%+23.1pp | 76.5%+21.3pp | 67.2%+30.6pp |
| Annual return | 14.27% | 54.97%-40.7pp | 29.42%-15.2pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $3,048 | $2,362+29.1% | $3,023+0.8% | $2,625+16.1% |
| Participant deferral / active EE | $7,448 | $4,416+68.7% | $5,054+47.4% | $4,348+71.3% |
| Admin fee / account holder | $177 | $2,002-91.2% | $9,455-98.1% | $1,944-90.9% |