Filed September 23, 2024 (most recent of 4 filings on file)
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| 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,851 | $50,982-15.9% | $154,803-72.3% | $85,563-49.9% |
| Participation rate | 93.9% | 59.8%+34.1pp | 78.1%+15.8pp | 66.0%+27.9pp |
| Annual return | 13.93% | 30.35%-16.4pp | 58.88%-44.9pp | 31.51%-17.6pp |
| Employer contribution / active EE | $2,015 | $1,708+18.0% | $4,305-53.2% | $2,654-24.1% |
| Participant deferral / active EE | $3,761 | $2,474+52.0% | $5,540-32.1% | $4,375-14.0% |
| Admin fee / account holder | $83 | $846-90.2% | $14,329-99.4% | $834-90.1% |