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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 | $17,042 |
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 | $28,767 | $46,173-37.7% | $170,435-83.1% | $69,631-58.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 18.46% | 21.62%-3.2pp | 205.94%-187.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $2,582 | $1,610+60.4% | $5,432-52.5% | $2,032+27.1% |
| Participant deferral / active EE | $4,879 | $2,080+134.6% | $4,939-1.2% | $3,224+51.4% |
| Admin fee / account holder | $21 | $116-82.1% | $13,881-99.9% | $110-81.2% |