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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 | $35,730-21.6% | $158,223-82.3% | $83,436-66.4% |
| Participation rate | 29.5% | 59.7%-30.1pp | 79.2%-49.7pp | 73.2%-43.6pp |
| Annual return | 13.14% | 53.13%-40.0pp | 52.09%-38.9pp | 19.34%-6.2pp |
| Employer contribution / active EE | $0 | $1,450-100.0% | $4,109-100.0% | $4,072-100.0% |
| Participant deferral / active EE | $1,135 | $1,698-33.1% | $5,467-79.2% | $3,411-66.7% |
| Admin fee / account holder | $57 | $165-65.6% | $16,047-99.6% | $265-78.6% |