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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY Service code 27 · EIN 20-2159373 | Advisory (Plan) | $39,317 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 3.37% | 8.57%-5.2pp | 7.87%-4.5pp | 9.29%-5.9pp |
| Employer contribution / active EE | $13,320 | $19,481-31.6% | $31,784-58.1% | $15,168-12.2% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |