Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $65,084+15.9% | $67,681+11.5% | $64,340+17.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 12.64% | 20.50%-7.9pp | 590.58%-577.9pp | 24.14%-11.5pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $8,087 | $3,210+151.9% | $3,976+103.4% | $2,980+171.3% |
| Admin fee / account holder | $151 | $1,415-89.3% | $6,100-97.5% | $3,703-95.9% |