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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $147,687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,709 | $63,259-60.9% | $178,499-86.2% | $93,223-73.5% |
| Participation rate | 30.8% | 72.1%-41.3pp | 81.9%-51.1pp | 74.9%-44.1pp |
| Annual return | 15.44% | 19.93%-4.5pp | 151.10%-135.7pp | 19.29%-3.9pp |
| Employer contribution / active EE | $12 | $1,865-99.4% | $5,011-99.8% | $2,680-99.6% |
| Participant deferral / active EE | $791 | $3,372-76.5% | $5,202-84.8% | $4,563-82.7% |
| Admin fee / account holder | $65 | $58+11.3% | $13,986-99.5% | $79-18.5% |