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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 11 · EIN 04-2723880 | Actuarial | $213,518 |
Service code 27 · EIN 04-1590850 | Advisory (Plan) | $7,596 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $150,398-100.0% | $162,072-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 42.3%-42.3pp | 33.1%-33.1pp | 43.0%-43.0pp |
| Annual return | 4.69% | 7.88%-3.2pp | 8.01%-3.3pp | 259.17%-254.5pp |
| Employer contribution / active EE | $0 | $36,826-100.0% | $29,476-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $818-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $223-100.0% | $630-100.0% | $21,502-100.0% |