Filed December 16, 2024 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $145 |
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 | $134,890 | $95,542+41.2% | $69,480+94.1% | $67,584+99.6% |
| Participation rate | 93.1% | 79.4%+13.7pp | 74.6%+18.4pp | 71.3%+21.8pp |
| Annual return | 17.43% | 17.67%-0.2pp | 28.99%-11.6pp | 378.59%-361.2pp |
| Employer contribution / active EE | $9,789 | $2,989+227.5% | $2,780+252.2% | $2,148+355.8% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,537-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $90-99.9% | $3,840-100.0% | $142-99.9% |