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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $134,652 |
NEPC, LLC10+ years Filed as: NEPC, LLP Service code 27 · EIN 26-1429809 | Advisory (Plan) | $27,973 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 19 · EIN 04-3022712 | Securities Custodian | $21,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $81,620 | $89,123-8.4% | $102,460-20.3% | $77,762+5.0% |
| Participation rate | 0.0% | 80.9%-80.9pp | 76.5%-76.5pp | 70.6%-70.6pp |
| Annual return | 10.00% | 25.05%-15.0pp | 29.47%-19.5pp | 31.27%-21.3pp |
| Employer contribution / active EE | $3,144 | $2,700+16.5% | $3,025+3.9% | $2,728+15.3% |
| Participant deferral / active EE | $2,586 | $5,148-49.8% | $5,056-48.9% | $4,651-44.4% |
| Admin fee / account holder | $51 | $236-78.2% | $9,460-99.5% | $433-88.1% |