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 | $11,146 |
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 | $147,616 | $85,199+73.3% | $57,196+158.1% | $63,975+130.7% |
| Participation rate | 66.7% | 74.0%-7.3pp | 75.3%-8.6pp | 71.1%-4.4pp |
| Annual return | 7.21% | 10.43%-3.2pp | 14.59%-7.4pp | 48.65%-41.4pp |
| Employer contribution / active EE | $4,397 | $3,446+27.6% | $2,683+63.9% | $2,182+101.5% |
| Participant deferral / active EE | $3,175 | $3,109+2.1% | $3,096+2.6% | $3,356-5.4% |
| Admin fee / account holder | $6 | $39-84.4% | $3,141-99.8% | $70-91.4% |