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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $35,659 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,157 | $69,708-3.7% | $67,560-0.6% | $74,478-9.8% |
| Participation rate | 99.4% | 71.4%+27.9pp | 72.9%+26.4pp | 67.2%+32.1pp |
| Annual return | 17.75% | -40.67%+58.4pp | 3533.50%-3515.7pp | 1370.56%-1352.8pp |
| Employer contribution / active EE | $6,811 | $2,715+150.9% | $2,737+148.9% | $2,626+159.4% |
| Participant deferral / active EE | $0 | $3,637-100.0% | $4,004-100.0% | $4,350-100.0% |
| Admin fee / account holder | $134 | $887-84.9% | $3,994-96.7% | $1,946-93.1% |