Filed March 1, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,088 | $79,867+12.8% | $120,344-25.1% | $64,340+40.0% |
| Participation rate | 55.0% | 63.0%-8.0pp | 76.7%-21.7pp | 55.2%-0.3pp |
| Annual return | 12.20% | 21.10%-8.9pp | 20.30%-8.1pp | 24.14%-11.9pp |
| Employer contribution / active EE | $1,803 | $1,925-6.3% | $3,020-40.3% | $1,862-3.1% |
| Participant deferral / active EE | $4,182 | $3,593+16.4% | $5,135-18.6% | $2,980+40.3% |
| Admin fee / account holder | $89 | $5,039-98.2% | $12,742-99.3% | $3,703-97.6% |