Filed August 31, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 27 · EIN 04-2647786 | Advisory (Plan) | $1,338 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $131,232 | $74,552+76.0% | $63,018+108.2% | $69,631+88.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 13.27% | 15.77%-2.5pp | 87.62%-74.4pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $3,683 | $2,929+25.7% | $2,761+33.4% | $2,032+81.2% |
| Participant deferral / active EE | $7,183 | $2,974+141.5% | $3,330+115.7% | $3,224+122.8% |
| Admin fee / account holder | $4 | $59-93.7% | $3,601-99.9% | $110-96.6% |