Filed December 1, 2020
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,975 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $26,533 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,023 | $140,800-69.4% | $89,340-51.8% | $79,634-46.0% |
| Participation rate | 86.2% | 61.9%+24.3pp | 69.6%+16.7pp | 62.5%+23.8pp |
| Annual return | 18.34% | 17.84%+0.5pp | 20.57%-2.2pp | 36.46%-18.1pp |
| Employer contribution / active EE | $1,488 | $2,021-26.4% | $2,231-33.3% | $2,529-41.2% |
| Participant deferral / active EE | $2,992 | $3,219-7.0% | $3,823-21.7% | $3,835-22.0% |
| Admin fee / account holder | $196 | $1,610-87.9% | $6,704-97.1% | $1,002-80.5% |