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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $28,527 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,480 | $60,989-4.1% | $60,919-4.0% | $66,949-12.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -14.92% | -9.60%-5.3pp | 16.96%-31.9pp | 1.57%-16.5pp |
| Employer contribution / active EE | $6,969 | $2,661+161.9% | $2,704+157.7% | $2,545+173.8% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,239-100.0% |
| Admin fee / account holder | $115 | $338-66.0% | $3,228-96.4% | $594-80.6% |