Filed December 8, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $317,780 |
Service code 15 · EIN 13-1624203 | Recordkeeping | $4,339 |
Filed as: FIDELITY INVESTMENT INSTL OPTS CO Service code 14 · EIN 04-2647786 | Plan Administrator | $50 |
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 | $85,989 | $92,091-6.6% | $63,018+36.5% | $77,958+10.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.8%+25.2pp | 71.6%+28.4pp |
| Annual return | 14.93% | 16.23%-1.3pp | 87.63%-72.7pp | 20.87%-5.9pp |
| Employer contribution / active EE | $7,139 | $3,424+108.5% | $2,761+158.6% | $2,310+209.0% |
| Participant deferral / active EE | $6,123 | $3,361+82.2% | $3,330+83.9% | $3,537+73.1% |
| Admin fee / account holder | $28 | $48-41.9% | $3,601-99.2% | $97-71.4% |