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 | $61,338+634.6% | $149,717+201.0% | $71,495+530.3% |
| Participation rate | 94.9% | 62.5%+32.4pp | 78.8%+16.2pp | 67.9%+27.0pp |
| Annual return | 21.63% | 35.86%-14.2pp | 134.41%-112.8pp | 28.85%-7.2pp |
| Employer contribution / active EE | $7,940 | $2,381+233.4% | $4,820+64.7% | $2,589+206.6% |
| Participant deferral / active EE | $21,043 | $2,919+620.8% | $5,682+270.4% | $4,291+390.4% |
| Admin fee / account holder | $117 | $1,263-90.7% | $13,213-99.1% | $1,588-92.6% |