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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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,877 | $73,102-27.7% | $123,553-57.2% | $56,289-6.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -7.51% | 3.01%-10.5pp | 119.21%-126.7pp | -9.96%+2.4pp |
| Employer contribution / active EE | $3,450 | $2,977+15.9% | $4,628-25.5% | $2,111+63.4% |
| Participant deferral / active EE | $2,391 | $5,423-55.9% | $6,426-62.8% | $3,350-28.6% |
| Admin fee / account holder | $14 | $554-97.5% | $9,284-99.8% | $521-97.3% |