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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INSTITUT OPER COMPANY Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $180 |
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 | $97,686 | $57,976+68.5% | $63,018+55.0% | $62,293+56.8% |
| Participation rate | 85.8% | 75.9%+9.9pp | 74.8%+11.0pp | 69.5%+16.3pp |
| Annual return | 13.82% | 17.54%-3.7pp | 87.62%-73.8pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,554 | $2,415-35.7% | $2,761-43.7% | $2,042-23.9% |
| Participant deferral / active EE | $2,727 | $2,956-7.7% | $3,330-18.1% | $3,169-13.9% |
| Admin fee / account holder | $0 | $276-99.8% | $3,601-100.0% | $479-99.9% |