| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$80,125 |
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 | $214,513 | $46,100+365.3% | $86,593+147.7% | $69,634+208.1% |
| Participation rate | 89.9% | 67.2%+22.7pp | 73.5%+16.4pp | 70.7%+19.2pp |
| Annual return | 14.68% | 21.02%-6.3pp | 965.08%-950.4pp | 27572.26%-27557.6pp |
| Employer contribution / active EE | $5,669 | $1,850+206.5% | $2,840+99.6% | $2,032+179.0% |
| Participant deferral / active EE | $8,527 | $2,432+250.6% | $3,609+136.3% | $3,224+164.5% |
| Admin fee / account holder | -$104 | $94-211.1% | $4,904-102.1% | $110-194.4% |