Filed August 31, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $506 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $472 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,948 | $65,322+112.7% | $70,476+97.2% | $73,493+89.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 11.83% | 15.71%-3.9pp | 109.12%-97.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $3,662 | $2,460+48.9% | $2,738+33.7% | $2,270+61.3% |
| Participant deferral / active EE | $6,644 | $3,375+96.9% | $3,710+79.1% | $3,740+77.6% |
| Admin fee / account holder | $9 | $214-95.9% | $3,847-99.8% | $513-98.3% |