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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 11 · EIN 04-3022712 | Actuarial | $151,121 |
Filed as: FIDELITY INV ASSET MGMT Service code 27 · EIN 20-4659714 | Advisory (Plan) | $118,171 |
RUBINBROWN LLP9+ years Service code 10 · EIN 43-0765316 | Accounting | $33,600 |
FOLEY & LARDNER LLP1 year Service code 29 · EIN 39-0473800 | Legal | $19,316 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 4.57% | 9.67%-5.1pp | 7.69%-3.1pp | 22.81%-18.2pp |
| Employer contribution / active EE | $0 | $11,016-100.0% | $28,501-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |