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 | $1,159 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,440 | $74,552+41.4% | $62,995+67.4% | $69,631+51.4% |
| Participation rate | 80.4% | 78.3%+2.1pp | 74.8%+5.5pp | 70.7%+9.7pp |
| Annual return | 13.71% | 15.77%-2.1pp | 87.57%-73.9pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $4,863 | $2,929+66.0% | $2,759+76.3% | $2,032+139.3% |
| Participant deferral / active EE | $6,131 | $2,974+106.1% | $3,329+84.1% | $3,224+90.2% |
| Admin fee / account holder | $2 | $59-96.8% | $3,600-99.9% | $110-98.3% |