Filed November 17, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,260 |
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 | $103,254 | $52,467+96.8% | $57,196+80.5% | $55,167+87.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 6.41% | 7.72%-1.3pp | 14.59%-8.2pp | 169.23%-162.8pp |
| Employer contribution / active EE | $4,310 | $2,477+74.0% | $2,683+60.7% | $1,963+119.6% |
| Participant deferral / active EE | $5,525 | $2,830+95.2% | $3,096+78.4% | $3,054+80.9% |
| Admin fee / account holder | $9 | $269-96.7% | $3,141-99.7% | $504-98.3% |