Filed July 1, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OP. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,085 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,427 | $68,408+39.5% | $57,196+66.8% | $57,658+65.5% |
| Participation rate | 70.4% | 79.1%-8.7pp | 75.3%-4.9pp | 70.2%+0.2pp |
| Annual return | 1.56% | 8.51%-6.9pp | 14.59%-13.0pp | 5.13%-3.6pp |
| Employer contribution / active EE | $4,317 | $2,869+50.5% | $2,683+60.9% | $1,974+118.7% |
| Participant deferral / active EE | $5,347 | $2,903+84.2% | $3,096+72.7% | $3,061+74.7% |
| Admin fee / account holder | $2 | $70-97.4% | $3,141-99.9% | $95-98.1% |