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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 49 · EIN 04-2723880 | Other Services | $622,819 |
Filed as: FIDELITY INVSTMNTS INSTITUTIONAL OP Service code 15 · EIN 04-2647786 | Recordkeeping | $11,590 |
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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 | $0 | $82,591-100.0% | $10,105-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.1%-11.1pp | 0.8%-0.8pp |
| Annual return | -0.63% | -1.64%+1.0pp | 16.23%-16.9pp | -0.60%0pp |
| Employer contribution / active EE | $21,334 | $19,166+11.3% | $17,605+21.2% | $12,272+73.8% |
| Participant deferral / active EE | $0 | $604-100.0% | $237-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $11-100.0% | $717-100.0% |