Filed April 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 04-2647786 | Consulting | $140,315 |
Filed as: FIDELITY INVESTMENTS INST. OP. CO. Service code 16 · EIN 04-3532603 | Consulting | $6,029 |
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,117 | $67,679-6.7% | $155,509-59.4% | $99,062-36.3% |
| Participation rate | 98.7% | 67.2%+31.5pp | 78.2%+20.6pp | 71.6%+27.1pp |
| Annual return | 22.72% | 16.16%+6.6pp | 64.67%-41.9pp | 17.66%+5.1pp |
| Employer contribution / active EE | $1,008 | $2,268-55.6% | $4,672-78.4% | $3,262-69.1% |
| Participant deferral / active EE | $0 | $3,828-100.0% | $5,626-100.0% | $5,331-100.0% |
| Admin fee / account holder | $21 | $94-77.7% | $15,912-99.9% | $109-80.9% |