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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INST ASSET MGMT TRUST CO Service code 28 · EIN 20-4659714 | Investment Management | $259,572 |
Filed as: FIDELITY MGMT TRUST CO Service code 11 · EIN 04-3532603 | Actuarial | $198,181 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant 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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 23.77% | 8.91%+14.9pp | 7.32%+16.4pp | 11.84%+11.9pp |
| Employer contribution / active EE | $1,238 | $8,713-85.8% | $23,426-94.7% | $17,339-92.9% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |