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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,825 |
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 | $59,258 | $68,408-13.4% | $57,196+3.6% | $57,658+2.8% |
| Participation rate | 97.0% | 79.1%+17.9pp | 75.3%+21.7pp | 70.2%+26.8pp |
| Annual return | 6.26% | 8.51%-2.2pp | 14.59%-8.3pp | 5.13%+1.1pp |
| Employer contribution / active EE | $3,021 | $2,869+5.3% | $2,683+12.6% | $1,974+53.0% |
| Participant deferral / active EE | $3,159 | $2,903+8.8% | $3,096+2.0% | $3,061+3.2% |
| Admin fee / account holder | $6 | $70-91.7% | $3,141-99.8% | $95-93.9% |