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 INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $7,030 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $273,698 | $55,453+393.6% | $170,435+60.6% | $62,293+339.4% |
| Participation rate | 92.7% | 66.4%+26.3pp | 83.6%+9.1pp | 69.5%+23.2pp |
| Annual return | 19.70% | 21.38%-1.7pp | 205.94%-186.2pp | 28.90%-9.2pp |
| Employer contribution / active EE | $2,661 | $2,164+23.0% | $5,432-51.0% | $2,042+30.3% |
| Participant deferral / active EE | $16,629 | $2,303+622.1% | $4,939+236.7% | $3,169+424.7% |
| Admin fee / account holder | $46 | $455-90.0% | $13,881-99.7% | $479-90.5% |