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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 13-5570651 | Directed Trustee | $4,522 |
Filed as: FIDELITY INVESTMENT INST OP CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $343 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,028 | $66,124-60.6% | $90,461-71.2% | $73,497-64.6% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 10.65% | 17.65%-7.0pp | 1294.76%-1284.1pp | 28.51%-17.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,264-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $26 | $396-93.4% | $5,617-99.5% | $513-94.9% |