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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTITUTIONAL OP CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $475 |
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 | $51,053 | $33,745+51.3% | $64,105-20.4% | $55,191-7.5% |
| Participation rate | 79.2% | 59.4%+19.9pp | 68.2%+11.1pp | 69.2%+10.1pp |
| Annual return | 2.16% | 4.95%-2.8pp | 791.24%-789.1pp | 10.78%-8.6pp |
| Employer contribution / active EE | $1,603 | $641+150.1% | $1,820-11.9% | $1,899-15.6% |
| Participant deferral / active EE | $3,203 | $1,929+66.0% | $2,822+13.5% | $3,046+5.1% |
| Admin fee / account holder | $1 | $94-99.2% | $4,499-100.0% | $91-99.2% |