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 Service code 64 · EIN 04-2647786 82 DEVONSHIRE STREET H11D · BOSTON, MA 021093614 | Recordkeeping Fees | $17,679 |
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 | $27,515 | $37,196-26.0% | $154,108-82.1% | $55,725-50.6% |
| Participation rate | 70.6% | 64.1%+6.5pp | 83.0%-12.5pp | 70.9%-0.3pp |
| Annual return | -5.22% | 1319.68%-1324.9pp | 735.21%-740.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,590 | $1,614-1.5% | $5,298-70.0% | $2,078-23.5% |
| Participant deferral / active EE | $4,542 | $2,068+119.6% | $5,081-10.6% | $3,356+35.4% |
| Admin fee / account holder | $22 | $102-77.9% | $13,411-99.8% | $115-80.5% |