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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $168 |
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 | $87,971 | $55,002+59.9% | $59,883+46.9% | $56,287+56.3% |
| Participation rate | 96.8% | 75.9%+20.9pp | 74.7%+22.1pp | 69.9%+27.0pp |
| Annual return | -3.00% | 1.13%-4.1pp | 3.46%-6.5pp | -9.96%+7.0pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,008 | $3,121-3.6% | $3,402-11.6% | $3,350-10.2% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |