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 | $21,867 |
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 | $450,602 | $61,405+633.8% | $149,740+200.9% | $71,535+529.9% |
| Participation rate | 94.9% | 62.5%+32.4pp | 78.8%+16.2pp | 67.9%+27.0pp |
| Annual return | 21.63% | 35.88%-14.2pp | 134.51%-112.9pp | 28.97%-7.3pp |
| Employer contribution / active EE | $7,940 | $2,384+233.0% | $4,821+64.7% | $2,590+206.6% |
| Participant deferral / active EE | $21,043 | $2,921+620.3% | $5,683+270.3% | $4,292+390.3% |
| Admin fee / account holder | $117 | $1,264-90.7% | $13,222-99.1% | $1,589-92.6% |