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 | $990 |
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 | $140,223 | $70,083+100.1% | $59,899+134.1% | $55,725+151.6% |
| Participation rate | 96.7% | 78.4%+18.3pp | 74.7%+22.0pp | 70.9%+25.8pp |
| Annual return | -3.57% | 3.13%-6.7pp | 3.46%-7.0pp | 244.93%-248.5pp |
| Employer contribution / active EE | $3,713 | $2,878+29.0% | $2,723+36.4% | $2,078+78.7% |
| Participant deferral / active EE | $3,224 | $3,079+4.7% | $3,402-5.2% | $3,356-3.9% |
| Admin fee / account holder | $58 | $70-17.8% | $3,592-98.4% | $115-49.8% |