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 | $200 |
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 | $77,149 | $70,083+10.1% | $59,899+28.8% | $55,727+38.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | 9.47% | 3.13%+6.3pp | 3.46%+6.0pp | 244.94%-235.5pp |
| Employer contribution / active EE | $10,314 | $2,878+258.3% | $2,723+278.8% | $2,078+396.3% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,403-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $70-99.7% | $3,592-100.0% | $115-99.8% |