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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 15 · EIN 04-6568107 | Recordkeeping | $180 |
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 | $28,758 | $43,423-33.8% | $78,676-63.4% | $55,167-47.9% |
| Participation rate | 91.1% | 68.0%+23.0pp | 73.6%+17.5pp | 69.0%+22.1pp |
| Annual return | 9.59% | 11.53%-1.9pp | 62.19%-52.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $1,846 | $1,997-7.5% | $2,850-35.2% | $1,963-5.9% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $416-99.7% | $4,510-100.0% | $504-99.8% |