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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 009023794 | Recordkeeping | $0 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,703 | $54,573-71.2% | $90,970-82.7% | $73,493-78.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 10.33% | 16.69%-6.4pp | 134.58%-124.3pp | 28.51%-18.2pp |
| Employer contribution / active EE | $263 | $991-73.5% | $2,122-87.6% | $2,270-88.4% |
| Participant deferral / active EE | $1,501 | $2,517-40.4% | $3,373-55.5% | $3,740-59.9% |
| Admin fee / account holder | $7 | $521-98.6% | $5,960-99.9% | $513-98.6% |