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 | -$36,360 |
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 | $120,224 | $60,795+97.8% | $69,480+73.0% | $65,188+84.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 16.87% | 17.46%-0.6pp | 28.99%-12.1pp | 29.38%-12.5pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,537-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $314-99.9% | $3,840-100.0% | $847-100.0% |