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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 37 · EIN 13-1624203 | Loan Processing | $10,078 |
FID INV INST OPS CO2 years Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVSTMTS INST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,664 | $105,581+30.4% | $70,492+95.3% | $90,274+52.5% |
| Participation rate | 93.8% | 77.5%+16.3pp | 75.1%+18.8pp | 73.4%+20.5pp |
| Annual return | 16.50% | 14.78%+1.7pp | 109.16%-92.7pp | 53.97%-37.5pp |
| Employer contribution / active EE | $6,329 | $3,304+91.6% | $2,738+131.1% | $2,523+150.8% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,711-100.0% | $4,231-100.0% |
| Admin fee / account holder | $4 | $68-93.4% | $3,848-99.9% | $114-96.1% |