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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVSTMNTS INSTITUTIONAL OP Service code 15 · EIN 04-2647786 | Recordkeeping | $543,765 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $14,339-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 1.8%-1.8pp |
| Annual return | 5.23% | 3.15%+2.1pp | 1.15%+4.1pp | 7.18%-2.0pp |
| Employer contribution / active EE | $22,575 | $18,767+20.3% | $26,339-14.3% | $13,095+72.4% |
| Participant deferral / active EE | $0 | $265-100.0% | $178-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,605-100.0% | $362-100.0% |