Filed September 27, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-2675782 | Advisory (Plan) | $23,745 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,456 | $55,437-39.7% | $155,534-78.5% | $74,459-55.1% |
| Participation rate | 45.4% | 61.9%-16.5pp | 78.2%-32.8pp | 67.2%-21.8pp |
| Annual return | 11.63% | 269.58%-258.0pp | 64.92%-53.3pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $1,378 | $2,266-39.2% | $4,675-70.5% | $2,626-47.5% |
| Participant deferral / active EE | $1,965 | $2,837-30.8% | $5,630-65.1% | $4,350-54.8% |
| Admin fee / account holder | $204 | $1,742-88.3% | $15,900-98.7% | $1,945-89.5% |