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 | $36,904+16.1% | $158,223-72.9% | $65,191-34.3% |
| Participation rate | 93.9% | 62.1%+31.8pp | 79.2%+14.7pp | 63.0%+30.9pp |
| Annual return | 13.93% | 24.43%-10.5pp | 52.09%-38.2pp | 51.24%-37.3pp |
| Employer contribution / active EE | $2,015 | $1,489+35.3% | $4,109-51.0% | $2,400-16.0% |
| Participant deferral / active EE | $3,761 | $1,936+94.3% | $5,467-31.2% | $2,671+40.8% |
| Admin fee / account holder | $83 | $793-89.6% | $16,047-99.5% | $907-90.9% |