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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY Service code 27 · EIN 20-2159373 | Advisory (Plan) | $25,494 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,426-100.0% | $163,428-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 15.9%-15.9pp | 12.4%-12.4pp |
| Annual return | -0.47% | 8.88%-9.4pp | 9.36%-9.8pp | 9.89%-10.4pp |
| Employer contribution / active EE | $29,412 | $15,976+84.1% | $31,270-5.9% | $14,313+105.5% |
| Participant deferral / active EE | $0 | $621-100.0% | $263-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $8,087-100.0% | $9,460-100.0% | $9,084-100.0% |