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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPER. CO. INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,463 | $46,360+77.9% | $147,617-44.1% | $52,331+57.6% |
| Participation rate | 24.3% | 64.9%-40.7pp | 84.6%-60.3pp | 68.1%-43.8pp |
| Annual return | 1.72% | 1.62%+0.1pp | 61.98%-60.3pp | 4.54%-2.8pp |
| Employer contribution / active EE | $574 | $2,126-73.0% | $5,564-89.7% | $1,882-69.5% |
| Participant deferral / active EE | $1,285 | $2,258-43.1% | $4,895-73.8% | $3,022-57.5% |
| Admin fee / account holder | $19 | $766-97.5% | $11,612-99.8% | $592-96.7% |