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 | $55,446+824.5% | $155,574+229.5% | $74,429+588.7% |
| Participation rate | 94.8% | 61.9%+32.9pp | 78.2%+16.6pp | 67.2%+27.6pp |
| Annual return | 16.13% | 269.20%-253.1pp | 64.87%-48.7pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $9,151 | $2,266+303.8% | $4,676+95.7% | $2,625+248.6% |
| Participant deferral / active EE | $22,634 | $2,836+698.1% | $5,629+302.1% | $4,348+420.5% |
| Admin fee / account holder | $21 | $1,743-98.8% | $15,914-99.9% | $1,944-98.9% |