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 | $1,113 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $140 |
CAMMACK LARHETTE ADVISORS3+ 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 | $95,286 | $44,873+112.3% | $79,466+19.9% | $56,287+69.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | 8.42% | 0.81%+7.6pp | 718.28%-709.9pp | -9.96%+18.4pp |
| Employer contribution / active EE | $7,072 | $2,140+230.5% | $2,800+152.6% | $2,111+235.0% |
| Participant deferral / active EE | $5,726 | $2,746+108.5% | $3,704+54.6% | $3,350+70.9% |
| Admin fee / account holder | $3 | $418-99.3% | $5,104-99.9% | $521-99.4% |