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 | $70,234 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,050 | $59,312+8.0% | $149,740-57.2% | $103,657-38.2% |
| Participation rate | 27.6% | 70.3%-42.7pp | 78.8%-51.2pp | 73.4%-45.8pp |
| Annual return | 18.70% | 78.03%-59.3pp | 134.51%-115.8pp | 33.13%-14.4pp |
| Employer contribution / active EE | $0 | $2,187-100.0% | $4,821-100.0% | $3,216-100.0% |
| Participant deferral / active EE | $2,155 | $3,719-42.1% | $5,683-62.1% | $5,218-58.7% |
| Admin fee / account holder | $19 | $103-81.0% | $13,222-99.9% | $114-82.9% |