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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $25 |
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 | $154,496 | $89,739+72.2% | $149,716+3.2% | $62,293+148.0% |
| Participation rate | 97.9% | 85.1%+12.8pp | 87.1%+10.9pp | 69.5%+28.4pp |
| Annual return | 25.47% | 21.01%+4.5pp | 1501.67%-1476.2pp | 28.90%-3.4pp |
| Employer contribution / active EE | $14,736 | $3,233+355.8% | $5,444+170.7% | $2,042+621.5% |
| Participant deferral / active EE | $12,550 | $4,797+161.6% | $6,568+91.1% | $3,169+296.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |