Filed April 29, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVTS INST OPER CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $43,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,568 | $80,211-53.2% | $74,184-49.4% | $63,975-41.3% |
| Participation rate | 60.3% | 84.2%-23.9pp | 76.6%-16.3pp | 71.1%-10.8pp |
| Annual return | 8.92% | 14.13%-5.2pp | 17.74%-8.8pp | 48.65%-39.7pp |
| Employer contribution / active EE | $0 | $2,553-100.0% | $2,370-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,290 | $4,370-47.6% | $3,550-35.5% | $3,356-31.8% |
| Admin fee / account holder | $131 | $67+95.1% | $5,586-97.7% | $70+86.2% |