Filed January 29, 2018 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $129,227-33.9% | $184,256-53.6% | $77,762+9.9% |
| Participation rate | 76.2% | 87.4%-11.2pp | 86.8%-10.7pp | 70.6%+5.6pp |
| Annual return | 21.84% | 33.24%-11.4pp | 28.85%-7.0pp | 31.27%-9.4pp |
| Employer contribution / active EE | $2,803 | $4,412-36.5% | $6,427-56.4% | $2,728+2.8% |
| Participant deferral / active EE | $6,073 | $7,307-16.9% | $9,133-33.5% | $4,651+30.6% |
| Admin fee / account holder | $11 | $256-95.8% | $13,899-99.9% | $433-97.5% |