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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 33 100 CROSBY PARKWAY · COVINGTON, KY 41015 | Securities brokerage | $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,853 | $155,795-87.9% | $136,298-86.2% | $69,631-72.9% |
| Participation rate | 40.3% | 75.2%-34.9pp | 81.9%-41.6pp | 70.7%-30.4pp |
| Annual return | 11.26% | 232464.33%-232453.1pp | 5156.27%-5145.0pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $834 | $2,991-72.1% | $4,696-82.2% | $2,032-59.0% |
| Participant deferral / active EE | $1,640 | $5,394-69.6% | $6,247-73.7% | $3,224-49.1% |
| Admin fee / account holder | $12 | $128-91.0% | $9,244-99.9% | $110-89.5% |