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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,880 | $70,917+33.8% | $98,920-4.1% | $73,497+29.1% |
| Participation rate | 84.5% | 73.8%+10.6pp | 76.0%+8.4pp | 70.7%+13.8pp |
| Annual return | 12.10% | 34.18%-22.1pp | 196.47%-184.4pp | 28.51%-16.4pp |
| Employer contribution / active EE | $2,604 | $2,037+27.8% | $2,689-3.2% | $2,270+14.7% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $6,643-100.0% | $513-100.0% |