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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVST INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $2,519 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,299 | $60,165-46.3% | $74,184-56.5% | $55,167-41.5% |
| Participation rate | 82.8% | 74.2%+8.6pp | 76.6%+6.1pp | 69.0%+13.8pp |
| Annual return | 8.43% | 10.00%-1.6pp | 17.74%-9.3pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,208 | $1,600-24.5% | $2,370-49.0% | $1,963-38.4% |
| Participant deferral / active EE | $2,192 | $2,973-26.3% | $3,550-38.2% | $3,054-28.2% |
| Admin fee / account holder | $26 | $419-93.9% | $5,586-99.5% | $504-94.9% |