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 | $79,209-0.9% | $102,434-23.4% | $74,459+5.4% |
| Participation rate | 97.8% | 74.8%+23.1pp | 76.5%+21.3pp | 67.2%+30.6pp |
| Annual return | 14.27% | 54.98%-40.7pp | 29.46%-15.2pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $3,048 | $2,362+29.0% | $3,023+0.8% | $2,626+16.1% |
| Participant deferral / active EE | $7,448 | $4,417+68.6% | $5,055+47.3% | $4,350+71.2% |
| Admin fee / account holder | $177 | $2,002-91.2% | $9,462-98.1% | $1,945-90.9% |