Filed September 23, 2024 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $35,972 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,851 | $36,002+19.0% | $161,489-73.5% | $64,728-33.8% |
| Participation rate | 93.9% | 57.4%+36.5pp | 78.7%+15.2pp | 57.9%+36.0pp |
| Annual return | 13.93% | 33.93%-20.0pp | 89.72%-75.8pp | 49.38%-35.4pp |
| Employer contribution / active EE | $2,015 | $1,380+46.1% | $4,268-52.8% | $2,243-10.1% |
| Participant deferral / active EE | $3,761 | $1,815+107.2% | $5,630-33.2% | $2,729+37.8% |
| Admin fee / account holder | $83 | $931-91.1% | $16,006-99.5% | $1,145-92.8% |