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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $1,725 |
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 | $30,206 | $91,372-66.9% | $130,045-76.8% | $74,460-59.4% |
| Participation rate | 83.4% | 77.8%+5.6pp | 78.5%+4.9pp | 70.7%+12.6pp |
| Annual return | 25.66% | 23.21%+2.5pp | -137.30%+163.0pp | 34.38%-8.7pp |
| Employer contribution / active EE | $2,486 | $2,563-3.0% | $4,321-42.5% | $2,638-5.8% |
| Participant deferral / active EE | $4,812 | $4,721+1.9% | $5,820-17.3% | $4,530+6.2% |
| Admin fee / account holder | $4 | $283-98.7% | $10,600-100.0% | $348-98.9% |