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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 15 · EIN 04-6568107 | Recordkeeping | $75 |
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 | $11,770 | $48,078-75.5% | $78,676-85.0% | $62,881-81.3% |
| Participation rate | 90.2% | 65.2%+25.0pp | 73.6%+16.7pp | 69.3%+20.9pp |
| Annual return | 8.52% | 31.36%-22.8pp | 62.19%-53.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,049 | $2,015+1.7% | $2,850-28.1% | $2,281-10.2% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |