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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $981 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,040 | $71,142-63.4% | $119,634-78.2% | $64,824-59.8% |
| Participation rate | 62.2% | 78.6%-16.4pp | 79.3%-17.1pp | 71.5%-9.3pp |
| Annual return | -15.06% | -10.01%-5.1pp | -14.98%-0.1pp | 32.84%-47.9pp |
| Employer contribution / active EE | $1,600 | $2,497-35.9% | $4,232-62.2% | $2,507-36.2% |
| Participant deferral / active EE | $3,221 | $4,490-28.3% | $5,601-42.5% | $4,311-25.3% |
| Admin fee / account holder | $3 | $162-98.3% | $10,329-100.0% | $188-98.5% |