Filed September 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTL OPRTNS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $80,716 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $557 |
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 | $91,187 | $58,908+54.8% | $82,744+10.2% | - |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.6%+27.4pp | - |
| Annual return | -19.07% | -8.97%-10.1pp | 702.22%-721.3pp | - |
| Employer contribution / active EE | $8,225 | $1,912+330.1% | $3,008+173.4% | - |
| Participant deferral / active EE | $8,092 | $2,996+170.1% | $4,395+84.1% | - |
| Admin fee / account holder | $160 | $4,022-96.0% | $5,325-97.0% | - |