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 | -$32,961 |
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 | $136,551 | $65,322+109.0% | $70,492+93.7% | $73,501+85.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 14.84% | 15.71%-0.9pp | 109.16%-94.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,711-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |