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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,664 | $130,224-25.0% | $197,124-50.5% | $79,634+22.6% |
| Participation rate | 74.3% | 87.8%-13.5pp | 86.7%-12.4pp | 62.5%+11.8pp |
| Annual return | 17.41% | 23.65%-6.2pp | 44.34%-26.9pp | 36.46%-19.1pp |
| Employer contribution / active EE | $2,655 | $4,314-38.4% | $6,227-57.4% | $2,529+5.0% |
| Participant deferral / active EE | $5,850 | $7,378-20.7% | $9,135-36.0% | $3,835+52.6% |
| Admin fee / account holder | $4 | $254-98.6% | $16,298-100.0% | $1,002-99.6% |