Filed January 29, 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 | $3,700 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,480 | $129,159-33.8% | $184,243-53.6% | $77,714+10.0% |
| Participation rate | 76.2% | 87.4%-11.2pp | 86.8%-10.7pp | 70.6%+5.6pp |
| Annual return | 21.84% | 33.22%-11.4pp | 28.82%-7.0pp | 31.26%-9.4pp |
| Employer contribution / active EE | $2,803 | $4,410-36.4% | $6,427-56.4% | $2,727+2.8% |
| Participant deferral / active EE | $6,073 | $7,305-16.9% | $9,132-33.5% | $4,649+30.6% |
| Admin fee / account holder | $11 | $256-95.8% | $13,914-99.9% | $433-97.5% |