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| Provider | Service type | Compensation |
|---|---|---|
CHRISTINE E FRIES, P.A.3+ years Service code 10 · EIN 26-0745728 2646 SW MAPP RD STE 203 · PALM CITY, FL 34990 | Accounting | $1,250 |
Filed as: FIDELITY INVESTMENTS, INC. Service code 37 · EIN 04-2647786 82 DEVONSHIRE ST · BOSTON, MA 02109 | Loan Processing | $831 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $57,674 | $85,766-32.8% | $136,297-57.7% | $70,124-17.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 23.31% | 31.45%-8.1pp | 5156.19%-5132.9pp | 73.14%-49.8pp |
| Employer contribution / active EE | $678 | $2,966-77.1% | $4,696-85.6% | $2,342-71.0% |
| Participant deferral / active EE | $2,405 | $5,051-52.4% | $6,247-61.5% | $3,332-27.8% |
| Admin fee / account holder | $14 | $5,420-99.7% | $9,244-99.8% | $4,645-99.7% |