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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY BROKERAGE SERVICES LLC Service code 28 900 SALEM STREET · SMITHFIELD, RI 02917 | Investment Management | $17,375 |
Service code 99 16000 VENTURA BOULEVARD · ENCINO, CA 91436 | Other Fees | $16,407 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $7,943 | $83,023-90.4% | $102,437-92.2% | $77,762-89.8% |
| Participation rate | 81.4% | 71.5%+9.9pp | 74.5%+6.9pp | 70.6%+10.8pp |
| Annual return | 11.02% | 19.12%-8.1pp | 24.95%-13.9pp | 31.27%-20.3pp |
| Employer contribution / active EE | $16 | $3,552-99.6% | $3,871-99.6% | $2,728-99.4% |
| Participant deferral / active EE | $1,140 | $4,110-72.3% | $5,060-77.5% | $4,651-75.5% |
| Admin fee / account holder | $71 | $639-88.8% | $8,388-99.1% | $433-83.5% |