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 | $6,692 |
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 | $332,317 | $52,967+527.4% | $172,757+92.4% | $65,188+409.8% |
| Participation rate | 94.1% | 66.2%+27.9pp | 82.6%+11.4pp | 70.2%+23.9pp |
| Annual return | 23.81% | 30.12%-6.3pp | 803.06%-779.2pp | 29.38%-5.6pp |
| Employer contribution / active EE | $6,136 | $2,190+180.2% | $5,144+19.3% | $2,177+181.9% |
| Participant deferral / active EE | $18,361 | $2,471+643.1% | $5,198+253.2% | $3,514+422.5% |
| Admin fee / account holder | $38 | $472-91.9% | $13,956-99.7% | $847-95.5% |