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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,148 |
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 | $86,693 | $41,854+107.1% | $73,836+17.4% | $52,331+65.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 2.46% | 2.11%+0.3pp | 2268.06%-2265.6pp | 4.54%-2.1pp |
| Employer contribution / active EE | $9,300 | $1,920+384.3% | $2,787+233.6% | $1,882+394.2% |
| Participant deferral / active EE | $3,387 | $2,498+35.6% | $3,583-5.5% | $3,022+12.1% |
| Admin fee / account holder | $3 | $493-99.4% | $4,882-99.9% | $592-99.5% |