Filed March 1, 2022 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $788,447-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -26.16% | -14.80%-11.4pp | -3.21%-22.9pp | -14.80%-11.4pp |
| Employer contribution / active EE | $15,868 | $8,996+76.4% | $46,051-65.5% | $8,996+76.4% |
| Participant deferral / active EE | $0 | $455-100.0% | $31-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $46,258-100.0% | - |