Filed January 29, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $15,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $316,658 | $85,199+271.7% | $57,196+453.6% | $63,975+395.0% |
| Participation rate | 13.7% | 74.0%-60.4pp | 75.3%-61.7pp | 71.1%-57.5pp |
| Annual return | 7.28% | 10.43%-3.2pp | 14.59%-7.3pp | 48.65%-41.4pp |
| Employer contribution / active EE | $1,823 | $3,446-47.1% | $2,683-32.0% | $2,182-16.4% |
| Participant deferral / active EE | $1,594 | $3,109-48.7% | $3,096-48.5% | $3,356-52.5% |
| Admin fee / account holder | $84 | $39+117.8% | $3,141-97.3% | $70+19.4% |