Filed September 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,742 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,316 | $52,406+209.7% | $129,207+25.6% | $74,495+117.9% |
| Participation rate | 94.8% | 53.8%+41.0pp | 69.6%+25.2pp | 67.2%+27.6pp |
| Annual return | 18.98% | 15.66%+3.3pp | 9417.33%-9398.3pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $5,189 | $1,531+239.1% | $4,153+24.9% | $2,623+97.8% |
| Participant deferral / active EE | $10,346 | $2,794+270.2% | $4,168+148.2% | $4,346+138.1% |
| Admin fee / account holder | $141 | $2,633-94.6% | $7,715-98.2% | $1,942-92.7% |