Filed October 15, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 15 · EIN 04-3532603 | Recordkeeping | $9,483 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,267 | $83,458-35.0% | $123,105-55.9% | $67,505-19.6% |
| Participation rate | 77.7% | 84.5%-6.8pp | 86.8%-9.1pp | 71.2%+6.5pp |
| Annual return | 1.63% | 1.29%+0.3pp | 13.22%-11.6pp | 6.52%-4.9pp |
| Employer contribution / active EE | $1,388 | $3,087-55.0% | $5,151-73.1% | $2,173-36.1% |
| Participant deferral / active EE | $0 | $5,379-100.0% | $6,229-100.0% | $3,597-100.0% |
| Admin fee / account holder | $1 | $60-97.6% | $9,014-100.0% | $56-97.5% |