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 | $2,625 |
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 | $432,177 | $61,166+606.6% | $185,849+132.5% | $79,391+444.4% |
| Participation rate | 93.5% | 66.6%+26.9pp | 81.7%+11.8pp | 70.7%+22.8pp |
| Annual return | 14.63% | 19.45%-4.8pp | 122.10%-107.5pp | 116.88%-102.2pp |
| Employer contribution / active EE | $7,393 | $2,321+218.5% | $5,169+43.0% | $2,428+204.5% |
| Participant deferral / active EE | $18,610 | $2,789+567.3% | $5,569+234.2% | $4,046+360.0% |
| Admin fee / account holder | -$15 | $710-102.1% | $16,244-100.1% | $627-102.4% |