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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 28 100 CROSBY PARKWAY · COVINGTON, KY 41015 | Investment Management | $0 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,548 | $70,002-26.4% | $115,038-55.2% | $52,331-1.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -1.00% | 4.04%-5.0pp | 26.14%-27.1pp | 4.54%-5.5pp |
| Employer contribution / active EE | $3,495 | $2,715+28.7% | $4,608-24.1% | $1,882+85.8% |
| Participant deferral / active EE | $2,112 | $4,920-57.1% | $6,026-65.0% | $3,022-30.1% |
| Admin fee / account holder | $11 | $566-98.1% | $8,175-99.9% | $592-98.2% |