| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INSTL OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $54,561 |
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 | $193,867 | $94,339+105.5% | $75,501+156.8% | $177,276+9.4% |
| Participation rate | 98.0% | 80.3%+17.7pp | 72.4%+25.6pp | 74.8%+23.1pp |
| Annual return | 19.48% | 18.58%+0.9pp | 27.35%-7.9pp | 21.25%-1.8pp |
| Employer contribution / active EE | $8,345 | $2,982+179.9% | $2,352+254.8% | $2,479+236.6% |
| Participant deferral / active EE | $8,110 | $3,974+104.1% | $3,142+158.1% | $3,881+109.0% |
| Admin fee / account holder | $12 | $53-77.3% | $5,801-99.8% | $154-92.2% |