Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVT. INST. OPS. CO. INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $820 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $518,438 | $99,957+418.7% | $149,715+246.3% | $73,493+605.4% |
| Participation rate | 93.0% | 75.7%+17.3pp | 82.5%+10.5pp | 70.7%+22.3pp |
| Annual return | 27.32% | 53.87%-26.6pp | 276.66%-249.3pp | 28.51%-1.2pp |
| Employer contribution / active EE | $25,161 | $3,191+688.5% | $4,645+441.7% | $2,270+1008.4% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3 | $551-99.5% | $9,310-100.0% | $513-99.4% |