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 | $233,427 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,211 | $161,802+65.8% | $96,544+177.8% | $96,393+178.2% |
| Participation rate | 99.0% | 92.5%+6.5pp | 76.0%+23.0pp | 71.3%+27.7pp |
| Annual return | 21.63% | 18.41%+3.2pp | 25.84%-4.2pp | 22.88%-1.2pp |
| Employer contribution / active EE | $4,596 | $5,381-14.6% | $2,965+55.0% | $3,238+41.9% |
| Participant deferral / active EE | $18,905 | $8,927+111.8% | $4,851+289.7% | $5,455+246.6% |
| Admin fee / account holder | $3 | $61-94.7% | $8,252-100.0% | $74-95.6% |