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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 64 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Recordkeeping Fees | $16,327 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $55,910 | $42,548+31.4% | $74,551-25.0% | $56,289-0.7% |
| Participation rate | 48.8% | 60.5%-11.7pp | 69.1%-20.4pp | 69.9%-21.1pp |
| Annual return | -9.76% | 12.40%-22.2pp | 32.53%-42.3pp | -9.96%+0.2pp |
| Employer contribution / active EE | $658 | $855-23.1% | $1,961-66.5% | $2,111-68.9% |
| Participant deferral / active EE | $3,107 | $2,277+36.4% | $3,108-0.1% | $3,350-7.3% |
| Admin fee / account holder | $188 | $467-59.7% | $5,059-96.3% | $521-63.9% |