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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 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,451-100.0% | $79,576-100.0% | $66,930-100.0% |
| Participation rate | 0.0% | 61.3%-61.3pp | 69.5%-69.5pp | 69.8%-69.8pp |
| Annual return | -15.92% | 84.25%-100.2pp | 0.15%-16.1pp | 1.57%-17.5pp |
| Employer contribution / active EE | $303 | $1,266-76.1% | $2,413-87.4% | $2,545-88.1% |
| Participant deferral / active EE | $1,542 | $3,159-51.2% | $3,985-61.3% | $4,238-63.6% |
| Admin fee / account holder | $0 | $595-100.0% | $6,834-100.0% | $593-100.0% |