Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 19 · EIN 04-3022712 | Securities Custodian | $0 |
Filed as: PYRAMIS GLOBAL Service code 28 · EIN 20-4659714 | Investment Management | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,166-100.0% | $107,664-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 6.7%-6.7pp | 10.0%-10.0pp | 11.3%-11.3pp |
| Annual return | 13.88% | 10.39%+3.5pp | 337.46%-323.6pp | 10.41%+3.5pp |
| Employer contribution / active EE | $4,325 | $10,969-60.6% | $20,191-78.6% | $14,691-70.6% |
| Participant deferral / active EE | $0 | $108-100.0% | $30-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $1,663-100.0% | $2,646-100.0% |