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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 | $101,539-14.9% | $147,041-41.2% | $74,400+16.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 12.64% | 8740.84%-8728.2pp | 419.21%-406.6pp | 1367.51%-1354.9pp |
| Employer contribution / active EE | $4,188 | $3,811+9.9% | $4,935-15.1% | $2,624+59.6% |
| Participant deferral / active EE | $2,938 | $7,304-59.8% | $8,071-63.6% | $4,348-32.4% |
| Admin fee / account holder | $10 | $1,749-99.4% | $13,006-99.9% | $1,944-99.5% |