Filed September 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTL OPRTNS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $837 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Investment ... | $25 |
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 2 RECTOR STREET, 23RD FLOOR · NEW YORK, NY 10006 | Consulting | $0 |
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 | $91,416 | $50,637+80.5% | $86,582+5.6% | $62,293+46.8% |
| Participation rate | 99.0% | 67.9%+31.1pp | 73.5%+25.4pp | 69.5%+29.5pp |
| Annual return | 14.96% | 20.80%-5.8pp | 965.08%-950.1pp | 28.90%-13.9pp |
| Employer contribution / active EE | $7,323 | $2,075+252.9% | $2,839+157.9% | $2,042+258.6% |
| Participant deferral / active EE | $5,968 | $2,611+128.6% | $3,609+65.4% | $3,169+88.3% |
| Admin fee / account holder | $2 | $413-99.5% | $4,904-100.0% | $479-99.5% |