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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,024 |
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 | $83,393 | $50,637+64.7% | $86,582-3.7% | $62,293+33.9% |
| Participation rate | 95.9% | 67.9%+28.0pp | 73.5%+22.4pp | 69.5%+26.4pp |
| Annual return | 12.76% | 20.80%-8.0pp | 965.08%-952.3pp | 28.90%-16.1pp |
| Employer contribution / active EE | $11,270 | $2,075+443.0% | $2,839+296.9% | $2,042+451.8% |
| Participant deferral / active EE | $4,211 | $2,611+61.3% | $3,609+16.7% | $3,169+32.9% |
| Admin fee / account holder | $2 | $413-99.4% | $4,904-99.9% | $479-99.5% |