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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $48,595 |
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 | $40,566 | $52,293-22.4% | $178,503-77.3% | $73,412-44.7% |
| Participation rate | 95.9% | 65.3%+30.6pp | 81.9%+14.0pp | 72.2%+23.7pp |
| Annual return | 18.61% | 34.75%-16.1pp | 151.12%-132.5pp | 59.30%-40.7pp |
| Employer contribution / active EE | $2,556 | $1,736+47.2% | $5,011-49.0% | $2,234+14.4% |
| Participant deferral / active EE | $4,604 | $2,333+97.3% | $5,202-11.5% | $3,806+21.0% |
| Admin fee / account holder | $60 | $127-52.7% | $13,987-99.6% | $158-61.9% |