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 | Recordkeeping fees; Participant commu... | $885 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $153,796 | $47,105+226.5% | $68,368+125.0% | $67,986+126.2% |
| Participation rate | 100.0% | 51.8%+48.2pp | 73.8%+26.2pp | 57.2%+42.8pp |
| Annual return | 11.33% | 48.37%-37.0pp | 292.57%-281.2pp | 31.67%-20.3pp |
| Employer contribution / active EE | $12,810 | $1,859+589.2% | $2,649+383.6% | $2,019+534.6% |
| Participant deferral / active EE | $10,800 | $2,374+354.9% | $4,123+161.9% | $3,358+221.6% |
| Admin fee / account holder | $175 | $2,435-92.8% | $5,150-96.6% | $3,203-94.5% |