Filed August 8, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $169,212 |
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 | $275,017 | $171,796+60.1% | $111,319+147.1% | $106,520+158.2% |
| Participation rate | 98.7% | 88.6%+10.1pp | 77.3%+21.4pp | 71.3%+27.4pp |
| Annual return | 16.23% | 18.62%-2.4pp | 54.68%-38.4pp | 19.28%-3.0pp |
| Employer contribution / active EE | $7,543 | $4,687+60.9% | $2,732+176.1% | $2,840+165.5% |
| Participant deferral / active EE | $19,571 | $7,845+149.5% | $4,488+336.1% | $4,948+295.5% |
| Admin fee / account holder | $2 | $69-96.9% | $7,966-100.0% | $75-97.1% |