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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 | $86,436 | $63,314+36.5% | $91,004-5.0% | $62,293+38.8% |
| Participation rate | 84.2% | 73.3%+10.9pp | 75.6%+8.6pp | 69.5%+14.7pp |
| Annual return | 12.17% | 21.00%-8.8pp | 4.60%+7.6pp | 28.90%-16.7pp |
| Employer contribution / active EE | $2,808 | $1,807+55.4% | $2,456+14.3% | $2,042+37.5% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |