Filed July 20, 2022 (most recent of 7 filings on file)
Total covered: 137 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST. OPER CO LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,010 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $512,577 | $55,470+824.1% | $155,556+229.5% | $74,478+588.2% |
| Participation rate | 94.8% | 61.9%+32.9pp | 78.2%+16.6pp | 67.2%+27.6pp |
| Annual return | 16.13% | 269.80%-253.7pp | 64.84%-48.7pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $9,151 | $2,267+303.7% | $4,675+95.7% | $2,626+248.5% |
| Participant deferral / active EE | $22,634 | $2,838+697.6% | $5,631+302.0% | $4,350+420.3% |
| Admin fee / account holder | $21 | $1,744-98.8% | $15,885-99.9% | $1,946-98.9% |