Filed June 10, 2022 (most recent of 3 filings on file)
Total covered: 205 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTL OPERATIONS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $342,283 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,873 | $37,213+133.4% | $156,551-44.5% | $63,975+35.8% |
| Participation rate | 72.5% | 65.0%+7.5pp | 84.0%-11.5pp | 71.1%+1.4pp |
| Annual return | 7.95% | 47.89%-39.9pp | 32.23%-24.3pp | 48.65%-40.7pp |
| Employer contribution / active EE | $1,164 | $1,357-14.2% | $5,501-78.8% | $2,182-46.7% |
| Participant deferral / active EE | $4,285 | $2,070+107.0% | $4,871-12.0% | $3,356+27.7% |
| Admin fee / account holder | $1 | $56-98.1% | $13,028-100.0% | $70-98.5% |