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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INTSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $2,806 |
Filed as: FIDELITY INVESTMENTS INSTITIUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,979 | $63,924+93.9% | $108,579+14.2% | $55,167+124.7% |
| Participation rate | 98.2% | 74.3%+23.8pp | 79.6%+18.6pp | 69.0%+29.2pp |
| Annual return | 1.96% | 15.31%-13.3pp | -51.70%+53.7pp | 169.23%-167.3pp |
| Employer contribution / active EE | $4,171 | $1,879+122.0% | $3,758+11.0% | $1,963+112.5% |
| Participant deferral / active EE | $8,916 | $3,067+190.7% | $4,311+106.8% | $3,054+191.9% |
| Admin fee / account holder | $11 | $618-98.2% | $7,645-99.9% | $504-97.8% |