Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVSTS INST OPER CO, INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $99,493 | $37,117+168.0% | $147,618-32.6% | $55,191+80.3% |
| Participation rate | 74.4% | 63.6%+10.7pp | 84.6%-10.3pp | 69.2%+5.2pp |
| Annual return | 2.19% | 3.44%-1.3pp | 61.98%-59.8pp | 10.78%-8.6pp |
| Employer contribution / active EE | $8,995 | $1,620+455.1% | $5,564+61.6% | $1,899+373.7% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |