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 | $87,465+3.0% | $122,979-26.7% | $65,306+37.9% |
| Participation rate | 55.0% | 66.0%-11.0pp | 77.2%-22.2pp | 57.7%-2.7pp |
| Annual return | 12.20% | 19.76%-7.6pp | 20.12%-7.9pp | 21.94%-9.7pp |
| Employer contribution / active EE | $1,803 | $2,156-16.4% | $3,062-41.1% | $1,967-8.3% |
| Participant deferral / active EE | $4,182 | $3,705+12.9% | $5,003-16.4% | $2,959+41.3% |
| Admin fee / account holder | $89 | $5,100-98.3% | $12,864-99.3% | $3,480-97.4% |