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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 19 · EIN 04-6568107 | Securities Custodian | $5,302 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,196 | $50,637-46.3% | $86,582-68.6% | $62,293-56.3% |
| Participation rate | 99.0% | 67.9%+31.1pp | 73.5%+25.5pp | 69.5%+29.5pp |
| Annual return | 16.41% | 20.80%-4.4pp | 965.08%-948.7pp | 28.90%-12.5pp |
| Employer contribution / active EE | $3,857 | $2,075+85.9% | $2,839+35.8% | $2,042+88.9% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $32 | $413-92.2% | $4,904-99.3% | $479-93.3% |