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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,851 | $42,909-0.1% | $152,093-71.8% | $71,012-39.7% |
| Participation rate | 93.9% | 54.7%+39.2pp | 77.8%+16.1pp | 58.6%+35.4pp |
| Annual return | 13.93% | 30.57%-16.6pp | 66.36%-52.4pp | 37.67%-23.7pp |
| Employer contribution / active EE | $2,015 | $1,369+47.2% | $4,175-51.7% | $2,348-14.2% |
| Participant deferral / active EE | $3,761 | $1,904+97.5% | $5,451-31.0% | $3,246+15.9% |
| Admin fee / account holder | $83 | $1,014-91.8% | $14,497-99.4% | $1,167-92.9% |