Filed September 22, 2020 (most recent of 2 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$13,975 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,810 | $60,393+187.8% | $81,820+112.4% | $74,429+133.5% |
| Participation rate | 88.6% | 62.9%+25.7pp | 72.4%+16.2pp | 67.2%+21.4pp |
| Annual return | 11.66% | 16.89%-5.2pp | 777.93%-766.3pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $11,178 | $2,626+325.6% | $2,915+283.5% | $2,625+325.9% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,323-100.0% | $4,348-100.0% |
| Admin fee / account holder | -$59 | $1,491-104.0% | $7,391-100.8% | $1,944-103.1% |