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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INSTITUT OPER COMPANY Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $192 |
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 | $89,322 | $52,467+70.2% | $57,196+56.2% | $55,167+61.9% |
| Participation rate | 86.4% | 75.8%+10.6pp | 75.3%+11.1pp | 69.0%+17.5pp |
| Annual return | 6.75% | 7.72%-1.0pp | 14.59%-7.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $3,036 | $2,477+22.5% | $2,683+13.1% | $1,963+54.7% |
| Participant deferral / active EE | $2,606 | $2,830-7.9% | $3,096-15.8% | $3,054-14.7% |
| Admin fee / account holder | $0 | $269-99.8% | $3,141-100.0% | $504-99.9% |