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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $425 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,868 | $47,163-34.6% | $149,696-79.4% | $74,460-58.5% |
| Participation rate | 99.8% | 63.4%+36.4pp | 78.8%+21.0pp | 70.7%+29.1pp |
| Annual return | 15.38% | 22.75%-7.4pp | 134.46%-119.1pp | 34.38%-19.0pp |
| Employer contribution / active EE | $3,020 | $1,907+58.4% | $4,821-37.3% | $2,638+14.5% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,212-100.0% | $348-100.0% |