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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MGMT TRUST CO Service code 11 · EIN 04-3532603 | Actuarial | $50,434 |
Filed as: FIDELITY INST ASSET MGMT TRUST CO Service code 28 · EIN 20-4659714 | Investment Management | $5,246 |
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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 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 0.15% | 9.45%-9.3pp | 5.04%-4.9pp | 7.65%-7.5pp |
| Employer contribution / active EE | $16,171 | $14,895+8.6% | $26,454-38.9% | $20,582-21.4% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |