| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INSTL OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $54,501 |
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 | $176,547 | $92,488+90.9% | $69,779+153.0% | $65,292+170.4% |
| Participation rate | 98.8% | 81.7%+17.1pp | 71.8%+26.9pp | 72.4%+26.3pp |
| Annual return | 7.89% | 20.13%-12.2pp | 12.99%-5.1pp | 11.84%-3.9pp |
| Employer contribution / active EE | $8,992 | $3,198+181.2% | $2,338+284.6% | $2,302+290.7% |
| Participant deferral / active EE | $8,737 | $4,112+112.5% | $2,931+198.1% | $3,579+144.1% |
| Admin fee / account holder | $7 | $58-87.8% | $4,381-99.8% | $57-87.6% |