Filed April 13, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,210 |
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 | $134,810 | $67,166+100.7% | $57,356+135.0% | $55,191+144.3% |
| Participation rate | 96.1% | 77.7%+18.4pp | 75.1%+21.0pp | 69.2%+26.9pp |
| Annual return | 1.75% | 4.22%-2.5pp | 24.41%-22.7pp | 10.78%-9.0pp |
| Employer contribution / active EE | $3,909 | $2,812+39.0% | $2,689+45.4% | $1,899+105.9% |
| Participant deferral / active EE | $3,305 | $2,835+16.6% | $3,162+4.5% | $3,046+8.5% |
| Admin fee / account holder | $15 | $44-65.6% | $3,357-99.6% | $91-83.5% |