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 | $6,435 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,881 | $122,602-45.4% | $177,839-62.4% | $93,223-28.3% |
| Participation rate | 81.0% | 91.3%-10.3pp | 87.7%-6.8pp | 74.9%+6.1pp |
| Annual return | 16.68% | 22.53%-5.8pp | 48.33%-31.6pp | 19.29%-2.6pp |
| Employer contribution / active EE | $2,636 | $4,338-39.2% | $5,919-55.5% | $2,680-1.6% |
| Participant deferral / active EE | $0 | $7,134-100.0% | $7,714-100.0% | $4,563-100.0% |
| Admin fee / account holder | $1 | $62-98.9% | $12,432-100.0% | $79-99.1% |