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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OP. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $841 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $126,149 | $98,982+27.4% | $162,185-22.2% | $65,186+93.5% |
| Participation rate | 89.5% | 85.8%+3.7pp | 87.6%+2.0pp | 70.2%+19.3pp |
| Annual return | 40.48% | 24.84%+15.6pp | 115.61%-75.1pp | 29.39%+11.1pp |
| Employer contribution / active EE | $7,579 | $3,467+118.6% | $5,613+35.0% | $2,177+248.2% |
| Participant deferral / active EE | $13,127 | $5,384+143.8% | $7,297+79.9% | $3,514+273.6% |
| Admin fee / account holder | $6 | $596-99.0% | $10,844-99.9% | $847-99.3% |