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 | $6,687 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,965 | $104,281-49.2% | $140,019-62.2% | $68,904-23.1% |
| Participation rate | 80.7% | 89.1%-8.4pp | 87.5%-6.8pp | 74.1%+6.6pp |
| Annual return | -4.10% | -1.33%-2.8pp | 651.19%-655.3pp | 1.07%-5.2pp |
| Employer contribution / active EE | $1,976 | $4,070-51.4% | $5,605-64.7% | $2,540-22.2% |
| Participant deferral / active EE | $0 | $6,129-100.0% | $6,927-100.0% | $4,015-100.0% |
| Admin fee / account holder | $1 | $79-99.0% | $10,705-100.0% | $71-98.9% |