Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY Service code 37 · EIN 04-2647786 82 DEVONSHIRE ST KW1C · BOSTON, MA 02109 | Loan Processing | $14,878 |
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 | $39,391 | $37,039+6.4% | $147,618-73.3% | $59,188-33.4% |
| Participation rate | 74.4% | 63.8%+10.6pp | 84.6%-10.2pp | 69.4%+5.0pp |
| Annual return | 1.36% | 7.19%-5.8pp | 61.98%-60.6pp | 5.51%-4.2pp |
| Employer contribution / active EE | $442 | $1,353-67.3% | $5,564-92.0% | $2,098-78.9% |
| Participant deferral / active EE | $3,760 | $2,094+79.6% | $4,895-23.2% | $3,265+15.2% |
| Admin fee / account holder | $7 | $60-88.5% | $11,612-99.9% | $92-92.5% |