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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OP CO, LLC Service code 37 · EIN 04-2647786 | Loan Processing | $485,984 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,394 | $136,310-45.4% | $98,462-24.4% | $103,657-28.2% |
| Participation rate | 98.9% | 89.2%+9.7pp | 75.2%+23.8pp | 73.4%+25.5pp |
| Annual return | 19.58% | 19.67%-0.1pp | 21.20%-1.6pp | 33.13%-13.6pp |
| Employer contribution / active EE | $5,206 | $4,714+10.5% | $3,049+70.8% | $3,216+61.9% |
| Participant deferral / active EE | $5,044 | $7,358-31.4% | $4,738+6.4% | $5,218-3.3% |
| Admin fee / account holder | $65 | $76-15.0% | $8,875-99.3% | $114-43.3% |