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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTITUTIONAL OP CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$2,100 |
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 | $51,818 | $37,044+39.9% | $71,796-27.8% | $57,658-10.1% |
| Participation rate | 81.9% | 61.1%+20.8pp | 69.1%+12.8pp | 70.2%+11.6pp |
| Annual return | 6.16% | 12.64%-6.5pp | 78.04%-71.9pp | 5.13%+1.0pp |
| Employer contribution / active EE | $1,714 | $720+138.0% | $1,924-10.9% | $1,974-13.2% |
| Participant deferral / active EE | $3,387 | $1,974+71.6% | $2,794+21.2% | $3,061+10.7% |
| Admin fee / account holder | -$3 | $101-103.2% | $4,815-100.1% | $95-103.4% |