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 | -$4,875 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,974 | $95,542-15.2% | $69,455+16.6% | $67,579+19.8% |
| Participation rate | 99.5% | 79.4%+20.1pp | 74.6%+24.9pp | 71.3%+28.2pp |
| Annual return | 5.41% | 17.67%-12.3pp | 28.97%-23.6pp | 378.56%-373.1pp |
| Employer contribution / active EE | $10,603 | $2,989+254.8% | $2,779+281.5% | $2,148+393.7% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $90-99.9% | $3,839-100.0% | $142-99.9% |