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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$5,308 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,195 | $56,540-27.1% | $185,851-77.8% | $86,821-52.6% |
| Participation rate | 81.1% | 65.5%+15.6pp | 81.7%-0.6pp | 72.3%+8.9pp |
| Annual return | 16.24% | 118.20%-102.0pp | 122.11%-105.9pp | 97.94%-81.7pp |
| Employer contribution / active EE | $2,577 | $1,844+39.7% | $5,168-50.1% | $2,406+7.1% |
| Participant deferral / active EE | $3,735 | $2,555+46.2% | $5,569-32.9% | $4,132-9.6% |
| Admin fee / account holder | $0 | $150-100.0% | $16,245-100.0% | $170-100.0% |