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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $25,036 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,447 | $64,705+16.6% | $62,929+19.9% | $67,986+11.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 12.64% | 20.31%-7.7pp | 1063.93%-1051.3pp | 31.67%-19.0pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $8,087 | $3,198+152.9% | $3,888+108.0% | $3,358+140.8% |
| Admin fee / account holder | $151 | $1,428-89.4% | $5,065-97.0% | $3,203-95.3% |