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 | $10,411 |
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 | $376,552 | $65,135+478.1% | $143,801+161.9% | $66,954+462.4% |
| Participation rate | 92.8% | 65.2%+27.6pp | 80.3%+12.4pp | 69.8%+22.9pp |
| Annual return | -14.91% | -11.13%-3.8pp | -0.04%-14.9pp | 1.57%-16.5pp |
| Employer contribution / active EE | $7,885 | $2,363+233.7% | $4,952+59.2% | $2,545+209.8% |
| Participant deferral / active EE | $19,908 | $2,921+581.6% | $5,639+253.1% | $4,239+369.6% |
| Admin fee / account holder | $59 | $503-88.2% | $14,680-99.6% | $594-90.0% |