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 | $885 |
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 | $139,386 | $95,542+45.9% | $69,464+100.7% | $67,579+106.3% |
| Participation rate | 97.1% | 79.4%+17.7pp | 74.6%+22.5pp | 71.3%+25.8pp |
| Annual return | 18.14% | 17.67%+0.5pp | 28.98%-10.8pp | 378.56%-360.4pp |
| Employer contribution / active EE | $3,970 | $2,989+32.8% | $2,779+42.8% | $2,148+84.8% |
| Participant deferral / active EE | $3,170 | $3,263-2.8% | $3,536-10.4% | $3,539-10.4% |
| Admin fee / account holder | $68 | $90-24.3% | $3,840-98.2% | $142-52.2% |