Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP INC Service code 37 · EIN 04-2647786 | Loan Processing | $8,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,478 | $37,117+143.8% | $147,617-38.7% | $55,191+63.9% |
| Participation rate | 63.7% | 63.6%+0.1pp | 84.6%-21.0pp | 69.2%-5.5pp |
| Annual return | 1.65% | 3.44%-1.8pp | 61.98%-60.3pp | 10.78%-9.1pp |
| Employer contribution / active EE | $2,772 | $1,620+71.0% | $5,564-50.2% | $1,899+46.0% |
| Participant deferral / active EE | $2,764 | $1,985+39.2% | $4,895-43.5% | $3,046-9.3% |
| Admin fee / account holder | $18 | $86-79.4% | $11,612-99.8% | $91-80.6% |