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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 28 100 CROSBY PARKWAY · COVINGTON, KY 41015 | Investment Management | $0 |
PENSION ADMINISTRATORS GROUP, INC.10+ years Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902 | Recordkeeping | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,420 | $101,672-15.0% | $147,117-41.3% | $74,478+16.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 12.64% | 8757.83%-8745.2pp | 420.54%-407.9pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $4,188 | $3,813+9.8% | $4,932-15.1% | $2,626+59.5% |
| Participant deferral / active EE | $2,938 | $7,305-59.8% | $8,065-63.6% | $4,350-32.5% |
| Admin fee / account holder | $10 | $1,753-99.4% | $12,993-99.9% | $1,946-99.5% |