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 | $1,137 |
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 | $125,165 | $60,795+105.9% | $69,464+80.2% | $65,185+92.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 15.94% | 17.46%-1.5pp | 28.98%-13.0pp | 29.38%-13.4pp |
| Employer contribution / active EE | $3,761 | $2,452+53.4% | $2,779+35.3% | $2,177+72.8% |
| Participant deferral / active EE | $7,158 | $3,162+126.4% | $3,536+102.4% | $3,514+103.7% |
| Admin fee / account holder | $9 | $314-97.1% | $3,840-99.8% | $847-98.9% |