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 | $1,085 |
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 | $153,074 | $74,552+105.3% | $63,018+142.9% | $69,631+119.8% |
| Participation rate | 96.7% | 78.3%+18.4pp | 74.8%+21.9pp | 70.7%+26.0pp |
| Annual return | 14.95% | 15.77%-0.8pp | 87.62%-72.7pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $3,593 | $2,929+22.6% | $2,761+30.1% | $2,032+76.8% |
| Participant deferral / active EE | $3,079 | $2,974+3.5% | $3,330-7.5% | $3,224-4.5% |
| Admin fee / account holder | $47 | $59-21.4% | $3,601-98.7% | $110-57.7% |