Filed December 27, 2016
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $38,599 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,759 | $55,415+63.8% | $155,509-41.6% | $74,495+21.8% |
| Participation rate | 65.7% | 61.9%+3.8pp | 78.2%-12.5pp | 67.2%-1.5pp |
| Annual return | 12.19% | 268.50%-256.3pp | 64.67%-52.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,368 | $2,267-39.6% | $4,672-70.7% | $2,623-47.8% |
| Participant deferral / active EE | $2,717 | $2,836-4.2% | $5,626-51.7% | $4,346-37.5% |
| Admin fee / account holder | $198 | $1,738-88.6% | $15,912-98.8% | $1,942-89.8% |