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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVSTMNTS INSTITUTIONAL OP Service code 15 · EIN 04-2647786 | Recordkeeping | $814,236 |
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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 | $2,822,362-100.0% | $733,756-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.6%-0.6pp |
| Annual return | 13.61% | 14.11%-0.5pp | 8.35%+5.3pp | 11.45%+2.2pp |
| Employer contribution / active EE | $21,930 | $29,055-24.5% | $27,010-18.8% | $17,219+27.4% |
| Participant deferral / active EE | $0 | $297-100.0% | $180-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,421-100.0% | $15,480-100.0% |