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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS COMPANY, LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $16,461 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,499 | $47,180-12.0% | $149,723-72.3% | $74,473-44.3% |
| Participation rate | 83.7% | 63.4%+20.3pp | 78.8%+4.9pp | 70.7%+12.9pp |
| Annual return | 20.04% | 22.75%-2.7pp | 134.50%-114.5pp | 34.36%-14.3pp |
| Employer contribution / active EE | $2,218 | $1,907+16.3% | $4,821-54.0% | $2,638-15.9% |
| Participant deferral / active EE | $4,203 | $2,730+54.0% | $5,682-26.0% | $4,530-7.2% |
| Admin fee / account holder | $24 | $343-93.0% | $13,215-99.8% | $347-93.1% |