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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,145 |
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 | $32,926 | $55,449-40.6% | $83,830-60.7% | $56,287-41.5% |
| Participation rate | 99.4% | 68.0%+31.4pp | 76.1%+23.2pp | 69.9%+29.5pp |
| Annual return | -3.22% | -1.38%-1.8pp | 850.97%-854.2pp | -9.96%+6.7pp |
| Employer contribution / active EE | $3,067 | $2,430+26.2% | $3,631-15.5% | $2,111+45.3% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $15 | $656-97.6% | $5,479-99.7% | $521-97.0% |