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 | $880 |
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 | $151,915 | $84,948+78.8% | $70,494+115.5% | $73,412+106.9% |
| Participation rate | 96.9% | 79.9%+17.0pp | 75.1%+21.9pp | 72.2%+24.7pp |
| Annual return | 15.12% | 13.39%+1.7pp | 109.16%-94.0pp | 59.30%-44.2pp |
| Employer contribution / active EE | $4,232 | $2,834+49.3% | $2,738+54.6% | $2,234+89.5% |
| Participant deferral / active EE | $3,366 | $3,387-0.6% | $3,711-9.3% | $3,806-11.6% |
| Admin fee / account holder | $81 | $98-17.0% | $3,848-97.9% | $158-48.4% |