Filed November 3, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $207 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,065 | $129,021-3.8% | $184,203-32.6% | $77,643+59.8% |
| Participation rate | 85.4% | 87.3%-2.0pp | 86.8%-1.5pp | 70.6%+14.8pp |
| Annual return | 15.77% | 33.27%-17.5pp | 28.81%-13.0pp | 31.24%-15.5pp |
| Employer contribution / active EE | $4,370 | $4,413-1.0% | $6,427-32.0% | $2,726+60.3% |
| Participant deferral / active EE | $4,449 | $7,297-39.0% | $9,131-51.3% | $4,647-4.3% |
| Admin fee / account holder | $1 | $254-99.7% | $13,901-100.0% | $430-99.8% |