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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,125 |
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 | $42,267 | $50,464-16.2% | $75,784-44.2% | $52,331-19.2% |
| Participation rate | 97.5% | 66.8%+30.7pp | 75.8%+21.7pp | 68.1%+29.4pp |
| Annual return | 0.24% | 1.03%-0.8pp | 9.68%-9.4pp | 4.54%-4.3pp |
| Employer contribution / active EE | $4,167 | $1,988+109.6% | $3,323+25.4% | $1,882+121.4% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $40 | $1,103-96.4% | $5,300-99.3% | $592-93.3% |