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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INST ASSET MGMT TRUST CO Service code 28 · EIN 20-4659714 | Investment Management | $216,291 |
Filed as: FIDELITY MGMT TRUST CO Service code 11 · EIN 06-1055669 | Actuarial | $140,429 |
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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 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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | -0.53% | 10.60%-11.1pp | -2.84%+2.3pp | 627.08%-627.6pp |
| Employer contribution / active EE | $10,708 | $19,729-45.7% | $33,329-67.9% | $18,824-43.1% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |