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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $33,239 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,981 | $44,960+17.8% | $84,966-37.6% | $74,495-28.9% |
| Participation rate | 66.3% | 49.4%+16.9pp | 67.5%-1.2pp | 67.2%-0.9pp |
| Annual return | 10.11% | 26.24%-16.1pp | 66.38%-56.3pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,889 | $1,457+29.6% | $2,727-30.7% | $2,623-28.0% |
| Participant deferral / active EE | $3,509 | $2,731+28.5% | $4,519-22.4% | $4,346-19.3% |
| Admin fee / account holder | $209 | $2,209-90.5% | $6,149-96.6% | $1,942-89.2% |