Filed March 1, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INST ASSET MGN TRUST CO Service code 72 · EIN 20-4659714 | Other investment fees and expenses | $0 |
Filed as: FIDELITY INVST INST OPS CO, INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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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 | $0 | $57,821-100.0% | $374,107-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 5.5%-5.5pp |
| Annual return | 6.70% | 7.44%-0.7pp | 4.74%+2.0pp | 5.86%+0.8pp |
| Employer contribution / active EE | $7,747 | $12,240-36.7% | $36,089-78.5% | $10,137-23.6% |
| Participant deferral / active EE | $0 | $76-100.0% | $59-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $10,677-100.0% | $387-100.0% |