Filed October 20, 2020 (most recent of 10 filings on file)
Total covered: 85 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $31,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,072 | $63,964+20.5% | $147,618-47.8% | $67,505+14.2% |
| Participation rate | 19.9% | 68.6%-48.7pp | 84.6%-64.7pp | 71.2%-51.3pp |
| Annual return | 0.66% | 9.05%-8.4pp | 61.98%-61.3pp | 6.52%-5.9pp |
| Employer contribution / active EE | $0 | $1,618-100.0% | $5,564-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $1,376 | $2,589-46.8% | $4,895-71.9% | $3,597-61.7% |
| Admin fee / account holder | $21 | $43-51.6% | $11,612-99.8% | $56-63.1% |