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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $54,317 |
WITHUMSMITH+BROWN, PC5 years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $12,617 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $11,250 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $6,450 |
Filed as: FIDELITY INV INSTL OP COMPANY LLC Service code 60 | Sub-TA Fees | $0 |
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 | $28,029 | $42,423-33.9% | $152,093-81.6% | $100,573-72.1% |
| Participation rate | 29.5% | 55.9%-26.4pp | 77.8%-48.2pp | 70.9%-41.4pp |
| Annual return | 13.14% | 41.32%-28.2pp | 66.36%-53.2pp | 18.89%-5.7pp |
| Employer contribution / active EE | $0 | $1,482-100.0% | $4,175-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $1,135 | $2,158-47.4% | $5,451-79.2% | $4,921-76.9% |
| Admin fee / account holder | $57 | $429-86.8% | $14,497-99.6% | $454-87.5% |