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 37 · EIN 04-2647786 | Loan Processing | $1,107 |
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 | $118,573 | $70,083+69.2% | $59,899+98.0% | $55,725+112.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -3.09% | 3.13%-6.2pp | 3.46%-6.5pp | 244.93%-248.0pp |
| Employer contribution / active EE | $3,628 | $2,878+26.0% | $2,723+33.2% | $2,078+74.6% |
| Participant deferral / active EE | $7,120 | $3,079+131.3% | $3,402+109.3% | $3,356+112.2% |
| Admin fee / account holder | $7 | $70-90.3% | $3,592-99.8% | $115-94.1% |