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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY Service code 27 · EIN 20-2159373 | Advisory (Plan) | $19,108 |
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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 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 22.30% | 12.41%+9.9pp | 11.31%+11.0pp | 18.35%+4.0pp |
| Employer contribution / active EE | $4,526 | $18,122-75.0% | $35,729-87.3% | $14,669-69.1% |
| Participant deferral / active EE | $0 | $427-100.0% | $237-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |