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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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,099 | $56,640+39.7% | $78,002+1.4% | $55,167+43.4% |
| Participation rate | 86.2% | 73.3%+12.9pp | 75.5%+10.7pp | 69.0%+17.2pp |
| Annual return | 4.94% | 2868.48%-2863.5pp | 425.99%-421.0pp | 169.23%-164.3pp |
| Employer contribution / active EE | $2,575 | $1,724+49.4% | $2,470+4.2% | $1,963+31.2% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,481-100.0% | $504-100.0% |