Filed November 17, 2021 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,054 | $74,552-6.0% | $63,018+11.2% | $69,634+0.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 13.63% | 15.77%-2.1pp | 87.63%-74.0pp | 27572.26%-27558.6pp |
| Employer contribution / active EE | $9,732 | $2,929+232.3% | $2,761+252.5% | $2,032+378.9% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,330-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $59-99.7% | $3,601-100.0% | $110-99.8% |