Filed October 31, 2018 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,853 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,696 | $98,727+10.1% | $113,168-4.0% | $85,563+27.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 76.6%+23.4pp | 66.0%+34.0pp |
| Annual return | 15.48% | 17.43%-1.9pp | 24.27%-8.8pp | 31.51%-16.0pp |
| Employer contribution / active EE | $5,553 | $2,907+91.0% | $2,975+86.6% | $2,654+109.3% |
| Participant deferral / active EE | $5,828 | $5,424+7.4% | $5,107+14.1% | $4,375+33.2% |
| Admin fee / account holder | $21 | $357-94.1% | $12,068-99.8% | $834-97.5% |