Filed May 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,094 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $435,732 | $60,504+620.2% | $81,882+432.1% | $74,478+485.0% |
| Participation rate | 97.0% | 62.9%+34.1pp | 72.4%+24.6pp | 67.2%+29.8pp |
| Annual return | 17.28% | 16.91%+0.4pp | 779.47%-762.2pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $26,784 | $2,627+919.8% | $2,916+818.5% | $2,626+919.9% |
| Participant deferral / active EE | $16,419 | $3,400+382.9% | $4,323+279.8% | $4,350+277.4% |
| Admin fee / account holder | $89 | $1,492-94.0% | $7,360-98.8% | $1,946-95.4% |