Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL O Service code 64 · EIN 04-2647786 82 DEVONSHIRE STREET H11D · BOSTON, MA 021093614 | Recordkeeping Fees | $22,592 |
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INVEST MNGMNT INC Service code 64 · EIN 44-0640487 P O BOX 419200 · KANSAS CITY, MO 641416200 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,177 | $37,117-32.2% | $147,617-82.9% | $55,191-54.4% |
| Participation rate | 87.6% | 63.6%+24.0pp | 84.6%+3.0pp | 69.2%+18.4pp |
| Annual return | 1.35% | 3.44%-2.1pp | 61.98%-60.6pp | 10.78%-9.4pp |
| Employer contribution / active EE | $989 | $1,620-38.9% | $5,564-82.2% | $1,899-47.9% |
| Participant deferral / active EE | $1,837 | $1,985-7.5% | $4,895-62.5% | $3,046-39.7% |
| Admin fee / account holder | $30 | $86-64.9% | $11,612-99.7% | $91-66.9% |