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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.
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 | $0 | $100,801-100.0% | $149,730-100.0% | $73,412-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 82.5%-82.5pp | 72.2%-72.2pp |
| Annual return | 5.23% | 265.34%-260.1pp | 276.70%-271.5pp | 59.30%-54.1pp |
| Employer contribution / active EE | $1,175 | $3,312-64.5% | $4,645-74.7% | $2,234-47.4% |
| Participant deferral / active EE | $2,119 | $6,404-66.9% | $6,843-69.0% | $3,806-44.3% |
| Admin fee / account holder | $0 | $181-100.0% | $9,310-100.0% | $158-100.0% |