Filed June 13, 2022 (most recent of 5 filings on file)
Total covered: 182 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $89,648 |
DAVIS WRIGHT TREMAINE3+ years Filed as: DAVIS GRAHAM Service code 10 · EIN 84-0421951 | Accounting | $3,624 |
INFORMATION DISCOVERY SERVICES1 year Service code 16 · EIN 45-3757446 | Consulting | $926 |
FID INV INST OPS CO3+ years Filed as: FID INV INST OPER CO Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,233 | $98,180-73.3% | $62,995-58.4% | $177,276-85.2% |
| Participation rate | 81.8% | 75.3%+6.5pp | 74.8%+7.0pp | 74.8%+7.0pp |
| Annual return | 17.48% | 16.81%+0.7pp | 87.57%-70.1pp | 21.25%-3.8pp |
| Employer contribution / active EE | $987 | $3,885-74.6% | $2,759-64.2% | $2,479-60.2% |
| Participant deferral / active EE | $1,574 | $3,805-58.6% | $3,329-52.7% | $3,881-59.4% |
| Admin fee / account holder | $14 | $31-53.9% | $3,600-99.6% | $154-90.7% |