| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT Service code 13 · EIN 04-6568107 | Contract Administrator | $108,822 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $249,259 | $54,281+359.2% | $60,547+311.7% | $59,188+321.1% |
| Participation rate | 94.8% | 66.8%+28.0pp | 68.0%+26.8pp | 69.4%+25.4pp |
| Annual return | 1.65% | 1.74%-0.1pp | 335.64%-334.0pp | 5.51%-3.9pp |
| Employer contribution / active EE | $11,875 | $2,031+484.6% | $2,419+390.8% | $2,098+466.0% |
| Participant deferral / active EE | $140 | $2,789-95.0% | $3,328-95.8% | $3,265-95.7% |
| Admin fee / account holder | $81 | $64+25.4% | $4,536-98.2% | $92-12.3% |