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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50 |
FIRST CLEARING LLC1+ years Service code 55 · EIN 04-3523567 | Other Commissions | $0 |
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 | $56,463 | $31,109+81.5% | $67,704-16.6% | $52,331+7.9% |
| Participation rate | 99.2% | 54.0%+45.2pp | 67.5%+31.7pp | 68.1%+31.1pp |
| Annual return | -1.02% | 23.70%-24.7pp | 25.41%-26.4pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,538 | $1,076+43.0% | $2,559-39.9% | $1,882-18.2% |
| Participant deferral / active EE | $3,546 | $1,970+80.0% | $3,585-1.1% | $3,022+17.3% |
| Admin fee / account holder | $0 | $466-99.9% | $4,255-100.0% | $592-99.9% |