Filed October 20, 2020 (most recent of 10 filings on file)
Total covered: 85 employees
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $86,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,009 | $73,283-7.2% | $155,556-56.3% | $106,553-36.2% |
| Participation rate | 30.6% | 73.3%-42.7pp | 78.2%-47.6pp | 69.8%-39.2pp |
| Annual return | 15.55% | 15.76%-0.2pp | 64.84%-49.3pp | 17.37%-1.8pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,675-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $2,068 | $4,567-54.7% | $5,631-63.3% | $5,562-62.8% |
| Admin fee / account holder | $22 | $56-60.6% | $15,885-99.9% | $80-72.4% |