Filed December 13, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INSTIT OPER CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,913 |
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 | $142,092 | $112,772+26.0% | $57,357+147.7% | $59,188+140.1% |
| Participation rate | 66.5% | 71.3%-4.8pp | 75.1%-8.5pp | 69.4%-2.9pp |
| Annual return | 1.86% | 0.85%+1.0pp | 24.41%-22.6pp | 5.51%-3.7pp |
| Employer contribution / active EE | $4,223 | $3,400+24.2% | $2,689+57.1% | $2,098+101.3% |
| Participant deferral / active EE | $3,091 | $3,010+2.7% | $3,162-2.2% | $3,265-5.3% |
| Admin fee / account holder | $2 | $144-98.9% | $3,357-100.0% | $92-98.2% |