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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 64 · EIN 04-2647786 82 DEVONSHIRE STREET H11D · BOSTON, MA 021093614 | Recordkeeping Fees | $19,590 |
AMERICAN CENTURY2+ 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 |
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 | $25,950 | $36,916-29.7% | $156,551-83.4% | $57,658-55.0% |
| Participation rate | 91.1% | 63.4%+27.7pp | 84.0%+7.1pp | 70.2%+20.9pp |
| Annual return | 6.60% | 12.38%-5.8pp | 32.23%-25.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $1,234 | $1,571-21.4% | $5,501-77.6% | $1,974-37.5% |
| Participant deferral / active EE | $2,405 | $1,926+24.9% | $4,871-50.6% | $3,061-21.4% |
| Admin fee / account holder | $26 | $82-68.8% | $13,028-99.8% | $95-72.7% |