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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $1,419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,862 | $86,225-59.6% | $146,643-76.2% | $86,821-59.8% |
| Participation rate | 53.7% | 78.0%-24.3pp | 80.1%-26.4pp | 72.3%-18.6pp |
| Annual return | 18.98% | 31.23%-12.2pp | 22.75%-3.8pp | 97.94%-79.0pp |
| Employer contribution / active EE | $1,534 | $2,392-35.9% | $4,137-62.9% | $2,406-36.2% |
| Participant deferral / active EE | $2,964 | $4,245-30.2% | $5,506-46.2% | $4,132-28.3% |
| Admin fee / account holder | $5 | $195-97.2% | $10,280-99.9% | $170-96.8% |