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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 13-5570651 | Directed Trustee | $4,163 |
Filed as: FIDELITY INVESTMENT INST OP CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $401 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,859 | $51,620-53.8% | $90,324-73.6% | $65,186-63.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 12.33% | 24.94%-12.6pp | 78.15%-65.8pp | 29.39%-17.1pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,856-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $22 | $384-94.3% | $5,356-99.6% | $847-97.4% |