Filed January 29, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,664 | $131,799-25.9% | $200,582-51.3% | $85,563+14.1% |
| Participation rate | 74.3% | 87.9%-13.6pp | 86.9%-12.6pp | 66.0%+8.4pp |
| Annual return | 17.41% | 21.59%-4.2pp | 42.33%-24.9pp | 31.51%-14.1pp |
| Employer contribution / active EE | $2,655 | $4,532-41.4% | $6,419-58.6% | $2,654+0.1% |
| Participant deferral / active EE | $5,850 | $7,702-24.0% | $9,331-37.3% | $4,375+33.7% |
| Admin fee / account holder | $4 | $235-98.4% | $16,305-100.0% | $834-99.6% |