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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPER. CO. INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $770 |
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 | $113,444 | $46,732+142.8% | $156,551-27.5% | $55,167+105.6% |
| Participation rate | 20.0% | 65.8%-45.8pp | 84.0%-64.0pp | 69.0%-49.0pp |
| Annual return | 5.24% | 17.72%-12.5pp | 32.23%-27.0pp | 169.23%-164.0pp |
| Employer contribution / active EE | $767 | $2,105-63.6% | $5,501-86.1% | $1,963-60.9% |
| Participant deferral / active EE | $1,271 | $2,204-42.3% | $4,871-73.9% | $3,054-58.4% |
| Admin fee / account holder | $26 | $418-93.9% | $13,028-99.8% | $504-94.9% |