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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 15 · EIN 04-6568107 | Recordkeeping | $3,552 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,300 | $53,128-75.0% | $86,581-84.6% | $70,124-81.0% |
| Participation rate | 77.1% | 65.3%+11.8pp | 73.5%+3.6pp | 69.5%+7.6pp |
| Annual return | 21.12% | 27.66%-6.5pp | 965.06%-943.9pp | 73.14%-52.0pp |
| Employer contribution / active EE | $2,376 | $2,068+14.9% | $2,840-16.3% | $2,342+1.4% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $37 | $3,584-99.0% | $4,904-99.3% | $4,645-99.2% |