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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 50 · EIN 04-2647786 | Direct Payment | $92,316 |
Filed as: TRANSAMERICA Service code 15 · EIN 42-1484983 | Recordkeeping | $20,874 |
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $190 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,256-100.0% | $86,582-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 63.0%-63.0pp | 73.5%-73.5pp | 71.6%-71.6pp |
| Annual return | 13.65% | 17.67%-4.0pp | 965.08%-951.4pp | 20.87%-7.2pp |
| Employer contribution / active EE | $1,119 | $1,613-30.6% | $2,839-60.6% | $2,310-51.6% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $3,609-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $71-100.0% | $4,904-100.0% | $97-100.0% |