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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $7,763 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,955 | $79,519-67.4% | $95,960-73.0% | $73,412-64.6% |
| Participation rate | 90.2% | 81.2%+9.0pp | 77.1%+13.1pp | 72.2%+18.0pp |
| Annual return | 15.58% | 19.20%-3.6pp | 91.63%-76.1pp | 59.30%-43.7pp |
| Employer contribution / active EE | $104 | $2,048-94.9% | $2,541-95.9% | $2,234-95.3% |
| Participant deferral / active EE | $3,636 | $4,138-12.1% | $4,167-12.7% | $3,806-4.5% |
| Admin fee / account holder | $14 | $184-92.3% | $6,797-99.8% | $158-91.1% |