Filed December 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $85,608 |
Service code 27 · EIN 92-0779813 | Advisory (Plan) | $66,597 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,576 | $53,204-23.7% | $155,556-73.9% | $200,096-79.7% |
| Participation rate | 92.9% | 64.1%+28.8pp | 78.2%+14.7pp | 72.0%+20.9pp |
| Annual return | 13.60% | 41.02%-27.4pp | 64.84%-51.2pp | 34.26%-20.7pp |
| Employer contribution / active EE | $1,833 | $1,850-0.9% | $4,675-60.8% | $3,038-39.6% |
| Participant deferral / active EE | $4,001 | $3,163+26.5% | $5,631-28.9% | $5,090-21.4% |
| Admin fee / account holder | $59 | $186-68.1% | $15,885-99.6% | $269-78.0% |