Filed January 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $343,844 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $19,350 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,136 | $105,173-49.5% | $87,102-39.0% | $77,775-31.7% |
| Participation rate | 94.8% | 85.8%+9.0pp | 76.9%+18.0pp | 73.2%+21.6pp |
| Annual return | 24.58% | 24.52%+0.1pp | 28.19%-3.6pp | 32.58%-8.0pp |
| Employer contribution / active EE | $2,157 | $2,890-25.4% | $2,521-14.5% | $2,504-13.9% |
| Participant deferral / active EE | $3,707 | $5,048-26.6% | $4,048-8.4% | $3,966-6.5% |
| Admin fee / account holder | $96 | $105-8.7% | $7,493-98.7% | $100-4.6% |