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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
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 | $77,008 | $75,183+2.4% | $123,894-37.8% | $55,167+39.6% |
| Participation rate | 98.4% | 72.8%+25.6pp | 81.4%+17.0pp | 69.0%+29.4pp |
| Annual return | 6.70% | 19.01%-12.3pp | 47.52%-40.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $5,005 | $2,823+77.3% | $4,617+8.4% | $1,963+155.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |