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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGMENT TRUST CO Service code 11 · EIN 04-3022712 | Actuarial | $43,820 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 6.72% | 7.22%-0.5pp | 6.70%0pp | 8.21%-1.5pp |
| Employer contribution / active EE | $13,955 | $12,542+11.3% | $25,177-44.6% | $13,837+0.9% |
| Participant deferral / active EE | $2,019 | $56+3500.0% | $47+4208.5% | $62+3182.5% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |