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 | Shareholder servicing fees; Distribut... | $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 | $43,730+251.7% | $66,674+130.7% | $64,097+139.9% |
| Participation rate | 100.0% | 50.7%+49.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 11.33% | 53.62%-42.3pp | 321.24%-309.9pp | 34.64%-23.3pp |
| Employer contribution / active EE | $12,810 | $1,673+665.6% | $2,620+388.9% | $1,891+577.3% |
| Participant deferral / active EE | $10,800 | $2,122+409.0% | $4,084+164.4% | $3,080+250.6% |
| Admin fee / account holder | $175 | $2,708-93.5% | $5,098-96.6% | $3,454-94.9% |