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 | $196,331 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,186 | $138,331+57.0% | $86,717+150.5% | $89,433+142.8% |
| Participation rate | 99.2% | 88.9%+10.3pp | 76.6%+22.6pp | 71.3%+27.9pp |
| Annual return | -18.32% | -11.72%-6.6pp | 35.97%-54.3pp | -11.88%-6.4pp |
| Employer contribution / active EE | $7,709 | $4,812+60.2% | $2,837+171.7% | $3,021+155.2% |
| Participant deferral / active EE | $19,471 | $8,027+142.6% | $4,657+318.1% | $5,125+279.9% |
| Admin fee / account holder | $1 | $64-98.4% | $7,494-100.0% | $79-98.7% |