Filed September 11, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,884 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,989 | $52,406+35.5% | $129,207-45.1% | $74,495-4.7% |
| Participation rate | 80.2% | 53.8%+26.4pp | 69.6%+10.6pp | 67.2%+13.0pp |
| Annual return | 14.49% | 15.66%-1.2pp | 9417.33%-9402.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,993 | $1,531+30.2% | $4,153-52.0% | $2,623-24.0% |
| Participant deferral / active EE | $3,819 | $2,794+36.7% | $4,168-8.4% | $4,346-12.1% |
| Admin fee / account holder | $111 | $2,633-95.8% | $7,715-98.6% | $1,942-94.3% |