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 | $38,165+12.3% | $189,758-77.4% | $69,255-38.1% |
| Participation rate | 93.9% | 66.7%+27.2pp | 79.8%+14.1pp | 69.0%+24.9pp |
| Annual return | 13.93% | 14.65%-0.7pp | 52.62%-38.7pp | 26.73%-12.8pp |
| Employer contribution / active EE | $2,015 | $1,589+26.8% | $4,767-57.7% | $2,645-23.8% |
| Participant deferral / active EE | $3,761 | $2,073+81.4% | $5,856-35.8% | $2,890+30.1% |
| Admin fee / account holder | $83 | $714-88.4% | $20,388-99.6% | $733-88.7% |