Filed August 8, 2024 (most recent of 4 filings on file)
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| 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,186 | $138,331+57.0% | $86,677+150.6% | $89,394+143.0% |
| Participation rate | 99.2% | 88.9%+10.3pp | 76.6%+22.6pp | 71.3%+27.9pp |
| Annual return | -18.32% | -11.72%-6.6pp | 35.91%-54.2pp | -11.89%-6.4pp |
| Employer contribution / active EE | $7,709 | $4,812+60.2% | $2,836+171.8% | $3,022+155.1% |
| Participant deferral / active EE | $19,471 | $8,027+142.6% | $4,656+318.2% | $5,123+280.1% |
| Admin fee / account holder | $1 | $64-98.4% | $7,493-100.0% | $79-98.7% |