Filed September 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INSTL OPRTNS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $80,269 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Float reve... | $885 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,796 | $56,317+173.1% | $71,209+116.0% | $74,304+107.0% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 11.33% | 42.83%-31.5pp | 282.51%-271.2pp | 29.43%-18.1pp |
| Employer contribution / active EE | $12,810 | $2,160+493.1% | $2,721+370.8% | $2,241+471.6% |
| Participant deferral / active EE | $10,800 | $2,788+287.4% | $4,175+158.7% | $3,767+186.7% |
| Admin fee / account holder | $175 | $2,290-92.3% | $5,349-96.7% | $2,969-94.1% |