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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTIT'L OPER CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $83,076 | $53,412+55.5% | $68,509+21.3% | $52,331+58.8% |
| Participation rate | 81.3% | 71.7%+9.6pp | 74.7%+6.5pp | 68.1%+13.1pp |
| Annual return | 0.76% | 3.42%-2.7pp | 8.27%-7.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $2,565 | $1,607+59.6% | $2,278+12.6% | $1,882+36.3% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $5,275-100.0% | $592-100.0% |