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 | $60,261+623.1% | $81,783+432.8% | $74,546+484.5% |
| Participation rate | 97.0% | 62.9%+34.1pp | 72.4%+24.7pp | 67.2%+29.8pp |
| Annual return | 17.28% | 16.88%+0.4pp | 775.05%-757.8pp | 1366.03%-1348.8pp |
| Employer contribution / active EE | $26,784 | $2,622+921.7% | $2,913+819.6% | $2,624+920.6% |
| Participant deferral / active EE | $16,419 | $3,388+384.7% | $4,320+280.0% | $4,347+277.7% |
| Admin fee / account holder | $89 | $1,482-94.0% | $7,380-98.8% | $1,944-95.4% |