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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $2,839 |
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 | $36,007 | $59,191-39.2% | $76,767-53.1% | $56,289-36.0% |
| Participation rate | 88.1% | 75.2%+12.9pp | 77.0%+11.2pp | 69.9%+18.3pp |
| Annual return | -1.68% | 6.62%-8.3pp | 2.43%-4.1pp | -9.96%+8.3pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,505 | $3,255+38.4% | $3,852+17.0% | $3,350+34.5% |
| Admin fee / account holder | $26 | $489-94.7% | $6,675-99.6% | $521-95.0% |