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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MGMT TRUST CO Service code 11 · EIN 04-3532603 | Actuarial | $106,814 |
Filed as: FIDELITY INST ASSET MGMT TRUST CO Service code 28 · EIN 20-4659714 | Investment Management | $75,124 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 5.6%-5.6pp |
| Annual return | 190.48% | -15.55%+206.0pp | -5.12%+195.6pp | 39.82%+150.7pp |
| Employer contribution / active EE | $0 | $14,317-100.0% | $31,020-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |