Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OP. CO. Service code 64 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Recordkeeping Fees | $8,250 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,122 | $37,117-16.2% | $147,617-78.9% | $55,191-43.6% |
| Participation rate | 79.3% | 63.6%+15.7pp | 84.6%-5.3pp | 69.2%+10.2pp |
| Annual return | 0.92% | 3.44%-2.5pp | 61.98%-61.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $732 | $1,620-54.8% | $5,564-86.8% | $1,899-61.4% |
| Participant deferral / active EE | $970 | $1,985-51.2% | $4,895-80.2% | $3,046-68.2% |
| Admin fee / account holder | $19 | $86-77.4% | $11,612-99.8% | $91-78.7% |