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 | $8,263 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,202 | $110,760-44.7% | $162,185-62.3% | $82,204-25.5% |
| Participation rate | 81.2% | 92.7%-11.4pp | 87.6%-6.3pp | 73.4%+7.8pp |
| Annual return | 21.21% | 22.97%-1.8pp | 115.61%-94.4pp | 26.31%-5.1pp |
| Employer contribution / active EE | $1,946 | $4,437-56.1% | $5,613-65.3% | $2,707-28.1% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $7,297-100.0% | $4,246-100.0% |
| Admin fee / account holder | $1 | $65-98.6% | $10,844-100.0% | $76-98.8% |