Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
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| Provider | Service type | Compensation |
|---|---|---|
SMITH & DOWNEY1+ years Service code 29 · EIN 52-1839270 | Legal | $967 |
Filed as: FIDELITY INVESTMENTS INST. OPS. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$27,437 |
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 | $92,247 | $51,769+78.2% | $57,349+60.9% | $52,331+76.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 2.20% | 2.43%-0.2pp | 24.40%-22.2pp | 4.54%-2.3pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $2,794-100.0% | $3,162-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $295-99.9% | $3,356-100.0% | $592-99.9% |