Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $12,384 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 13 · EIN 04-2647786 | Contract Administrator | $2,328 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,178 | $55,423-45.5% | $155,602-80.6% | $74,400-59.4% |
| Participation rate | 85.9% | 61.9%+24.0pp | 78.2%+7.7pp | 67.2%+18.7pp |
| Annual return | 13.98% | 269.07%-255.1pp | 64.81%-50.8pp | 1367.51%-1353.5pp |
| Employer contribution / active EE | $1,052 | $2,266-53.6% | $4,675-77.5% | $2,624-59.9% |
| Participant deferral / active EE | $3,310 | $2,835+16.8% | $5,629-41.2% | $4,348-23.9% |
| Admin fee / account holder | $66 | $1,744-96.2% | $15,923-99.6% | $1,944-96.6% |