Filed August 8, 2019 (most recent of 10 filings on file)
Total covered: 65 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $64,769 |
BANNER HEALTH1+ years Service code 14 · EIN 45-0233470 | Plan Administrator | $61,141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,664 | $46,516-62.0% | $147,618-88.0% | $69,651-74.6% |
| Participation rate | 48.3% | 65.8%-17.6pp | 84.6%-36.4pp | 66.6%-18.3pp |
| Annual return | 946.49% | 9.48%+937.0pp | 61.98%+884.5pp | 53.77%+892.7pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $68 | $2,719-97.5% | $4,895-98.6% | $3,635-98.1% |
| Admin fee / account holder | $13 | $45-70.1% | $11,612-99.9% | $63-78.8% |