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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 28 100 CROSBY PARWAY · 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,129 | $55,470-89.0% | $155,556-96.1% | $74,478-91.8% |
| Participation rate | 69.4% | 61.9%+7.5pp | 78.2%-8.8pp | 67.2%+2.2pp |
| Annual return | 15.65% | 269.80%-254.2pp | 64.84%-49.2pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $238 | $2,267-89.5% | $4,675-94.9% | $2,626-90.9% |
| Participant deferral / active EE | $1,072 | $2,838-62.2% | $5,631-81.0% | $4,350-75.3% |
| Admin fee / account holder | $5 | $1,744-99.7% | $15,885-100.0% | $1,946-99.7% |