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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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 11.45% | 33.11%-21.7pp | 12.68%-1.2pp | 33.11%-21.7pp |
| Employer contribution / active EE | $5,071 | $9,000-43.6% | $41,626-87.8% | $9,000-43.6% |
| Participant deferral / active EE | $0 | $680-100.0% | $96-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |