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 | $5,722 |
Annual investment return 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 | $70,380 | $136,780-48.5% | $189,534-62.9% | $101,555-30.7% |
| Participation rate | 77.8% | 90.9%-13.1pp | 87.8%-10.0pp | 74.5%+3.2pp |
| Annual return | 14.22% | 37.00%-22.8pp | 555.39%-541.2pp | 21.00%-6.8pp |
| Employer contribution / active EE | $2,651 | $4,857-45.4% | $6,162-57.0% | $2,972-10.8% |
| Participant deferral / active EE | $0 | $7,572-100.0% | $8,220-100.0% | $4,874-100.0% |
| Admin fee / account holder | $1 | $64-99.1% | $12,049-100.0% | $139-99.6% |