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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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,453 | $42,909-61.7% | $60,906-73.0% | $68,486-76.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.31% | -13.99%+2.7pp | 16.94%-28.2pp | -7.85%-3.5pp |
| Employer contribution / active EE | $40 | $1,979-98.0% | $2,703-98.5% | $2,597-98.5% |
| Participant deferral / active EE | $1,281 | $2,866-55.3% | $3,814-66.4% | $4,028-68.2% |
| Admin fee / account holder | $10 | $3,104-99.7% | $3,227-99.7% | $5,404-99.8% |