Filed March 1, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTIT ASSET MGT 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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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 21.63% | 5230.06%-5208.4pp | 9.52%+12.1pp | 5230.06%-5208.4pp |
| Employer contribution / active EE | $0 | $10,491-100.0% | $41,951-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $18-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |