Filed March 5, 2021 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $43,650 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $106,518 | $37,039+187.6% | $147,618-27.8% | $59,188+80.0% |
| Participation rate | 98.7% | 63.8%+34.9pp | 84.6%+14.1pp | 69.4%+29.3pp |
| Annual return | 2.33% | 7.19%-4.9pp | 61.98%-59.7pp | 5.51%-3.2pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $11,493 | $2,094+448.9% | $4,895+134.8% | $3,265+252.0% |
| Admin fee / account holder | $20 | $60-66.2% | $11,612-99.8% | $92-77.9% |