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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 13 · EIN 04-2647786 | Contract Administrator | $7,625 |
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 | $24,297 | $52,961-54.1% | $172,752-85.9% | $65,185-62.7% |
| Participation rate | 72.1% | 66.2%+5.9pp | 82.6%-10.6pp | 70.2%+1.9pp |
| Annual return | 23.49% | 30.12%-6.6pp | 802.97%-779.5pp | 29.38%-5.9pp |
| Employer contribution / active EE | $836 | $2,190-61.8% | $5,144-83.7% | $2,177-61.6% |
| Participant deferral / active EE | $2,445 | $2,471-1.1% | $5,198-53.0% | $3,514-30.4% |
| Admin fee / account holder | $29 | $472-93.8% | $13,955-99.8% | $847-96.5% |