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 | $46,464-7.8% | $150,298-71.5% | $79,634-46.2% |
| Participation rate | 93.9% | 57.0%+37.0pp | 77.8%+16.2pp | 62.5%+31.4pp |
| Annual return | 13.93% | 27.89%-14.0pp | 62.79%-48.9pp | 36.46%-22.5pp |
| Employer contribution / active EE | $2,015 | $1,512+33.3% | $4,154-51.5% | $2,529-20.3% |
| Participant deferral / active EE | $3,761 | $2,157+74.4% | $5,453-31.0% | $3,835-1.9% |
| Admin fee / account holder | $83 | $891-90.7% | $14,116-99.4% | $1,002-91.7% |