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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$676 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $12,590 | $44,989-72.0% | $170,435-92.6% | $77,958-83.9% |
| Participation rate | 98.1% | 64.6%+33.5pp | 83.6%+14.5pp | 71.6%+26.4pp |
| Annual return | 17.96% | 19.61%-1.7pp | 205.94%-188.0pp | 20.87%-2.9pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | -$0 | $69-100.3% | $13,881-100.0% | $97-100.2% |