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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVSTMNTS INSTITUTIONAL OP Service code 15 · EIN 04-2647786 | Recordkeeping | $446,987 |
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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 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | 17.08% | 14.20%+2.9pp | 11.12%+6.0pp | 23.90%-6.8pp |
| Employer contribution / active EE | $97,928 | $28,371+245.2% | $22,651+332.3% | $16,539+492.1% |
| Participant deferral / active EE | $0 | $272-100.0% | $198-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |