Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$19,355 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $108,992 | $55,002+98.2% | $59,899+82.0% | $56,289+93.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -1.56% | 1.13%-2.7pp | 3.46%-5.0pp | -9.96%+8.4pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,723-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,403-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $236-99.8% | $3,592-100.0% | $521-99.9% |