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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,074 | $96,261-52.1% | $76,768-40.0% | $68,904-33.1% |
| Participation rate | 75.5% | 87.0%-11.5pp | 77.0%-1.5pp | 74.1%+1.4pp |
| Annual return | -34.43% | -0.85%-33.6pp | 2.43%-36.9pp | 1.07%-35.5pp |
| Employer contribution / active EE | $1,575 | $3,303-52.3% | $2,485-36.6% | $2,540-38.0% |
| Participant deferral / active EE | $0 | $5,537-100.0% | $3,852-100.0% | $4,015-100.0% |
| Admin fee / account holder | $1 | $73-99.2% | $6,676-100.0% | $71-99.2% |