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 | $120,072-18.7% | $199,883-51.1% | $71,012+37.5% |
| Participation rate | 74.3% | 88.3%-14.0pp | 86.8%-12.4pp | 58.6%+15.8pp |
| Annual return | 17.41% | 28.85%-11.4pp | 43.81%-26.4pp | 37.67%-20.3pp |
| Employer contribution / active EE | $2,655 | $4,435-40.1% | $6,261-57.6% | $2,348+13.1% |
| Participant deferral / active EE | $5,850 | $7,789-24.9% | $9,138-36.0% | $3,246+80.2% |
| Admin fee / account holder | $4 | $308-98.8% | $17,268-100.0% | $1,167-99.7% |