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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 28 100 CROSBY PARKWAY · COVINGTON, KY 41015 | Investment Management | $0 |
Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,790 | $46,173-61.5% | $170,435-89.6% | $69,631-74.5% |
| Participation rate | 0.0% | 63.9%-63.9pp | 83.6%-83.6pp | 70.7%-70.7pp |
| Annual return | 11.42% | 21.62%-10.2pp | 205.94%-194.5pp | 27571.02%-27559.6pp |
| Employer contribution / active EE | $347 | $1,610-78.4% | $5,432-93.6% | $2,032-82.9% |
| Participant deferral / active EE | $1,152 | $2,080-44.6% | $4,939-76.7% | $3,224-64.3% |
| Admin fee / account holder | $8 | $116-93.4% | $13,881-99.9% | $110-93.1% |