Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 19 · EIN 04-3022712 | Securities Custodian | $0 |
Filed as: PYRAMIS GLOBAL Service code 28 · EIN 20-4659714 | Investment Management | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $0 | $44,091-100.0% | $107,664-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 4.5%-4.5pp |
| Annual return | 0.00% | 12.12%-12.1pp | 337.46%-337.5pp | 13.95%-13.9pp |
| Employer contribution / active EE | $1,029 | $13,419-92.3% | $20,191-94.9% | $16,598-93.8% |
| Participant deferral / active EE | $0 | $14-100.0% | $30-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,663-100.0% | $612-100.0% |