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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 | $69,774-3.7% | $67,561-0.6% | $74,429-9.8% |
| Participation rate | 99.4% | 71.4%+28.0pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 17.75% | -40.53%+58.3pp | 3525.44%-3507.7pp | 1368.38%-1350.6pp |
| Employer contribution / active EE | $6,811 | $2,710+151.3% | $2,735+149.1% | $2,625+159.5% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,348-100.0% |
| Admin fee / account holder | $134 | $890-85.0% | $4,006-96.7% | $1,944-93.1% |