Filed March 1, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSIT ASSET MGMT 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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 17.23% | 20.78%-3.5pp | 10.36%+6.9pp | 16.32%+0.9pp |
| Employer contribution / active EE | $18,823 | $15,647+20.3% | $37,738-50.1% | $12,766+47.4% |
| Participant deferral / active EE | $0 | $179-100.0% | $137-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |