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 10 · EIN 04-2647786 | Accounting | $1,180 |
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 | $140,883 | $68,408+105.9% | $57,196+146.3% | $57,658+144.3% |
| Participation rate | 96.8% | 79.1%+17.6pp | 75.3%+21.4pp | 70.2%+26.6pp |
| Annual return | 6.91% | 8.51%-1.6pp | 14.59%-7.7pp | 5.13%+1.8pp |
| Employer contribution / active EE | $3,896 | $2,869+35.8% | $2,683+45.2% | $1,974+97.4% |
| Participant deferral / active EE | $3,295 | $2,903+13.5% | $3,096+6.4% | $3,061+7.7% |
| Admin fee / account holder | $3 | $70-96.2% | $3,141-99.9% | $95-97.2% |