| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$18,850 |
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 | $187,358 | $39,859+370.1% | $78,677+138.1% | $57,661+224.9% |
| Participation rate | 90.1% | 66.1%+24.0pp | 73.6%+16.6pp | 70.2%+19.9pp |
| Annual return | 7.81% | 18.96%-11.2pp | 62.19%-54.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $5,832 | $1,786+226.6% | $2,850+104.6% | $1,974+195.4% |
| Participant deferral / active EE | $9,159 | $2,248+307.4% | $3,517+160.4% | $3,061+199.3% |
| Admin fee / account holder | -$22 | $76-129.5% | $4,510-100.5% | $95-123.7% |