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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 15 · EIN 04-6568107 | Recordkeeping | $25 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,987 | $45,152-73.5% | $73,836-83.8% | $59,633-79.9% |
| Participation rate | 72.0% | 64.0%+7.9pp | 73.4%-1.5pp | 68.7%+3.3pp |
| Annual return | -0.98% | 27.40%-28.4pp | 2268.06%-2269.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $2,076 | $1,901+9.2% | $2,787-25.5% | $2,203-5.7% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |