Filed December 1, 2020
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,929 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $22,000 |
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 | $34,163 | $66,459-48.6% | $81,353-58.0% | $77,736-56.1% |
| Participation rate | 87.8% | 68.7%+19.1pp | 69.5%+18.2pp | 70.6%+17.2pp |
| Annual return | 14.24% | 15.95%-1.7pp | 24.82%-10.6pp | 31.26%-17.0pp |
| Employer contribution / active EE | $1,403 | $2,156-34.9% | $2,464-43.1% | $2,728-48.6% |
| Participant deferral / active EE | $2,770 | $3,674-24.6% | $3,885-28.7% | $4,651-40.4% |
| Admin fee / account holder | $154 | $585-73.7% | $5,766-97.3% | $433-64.4% |