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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPER. CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $45,266 |
Filed as: CHARLES SCHWAB & CO. INC AND AFFIL Service code 64 · EIN 94-1737782 | Recordkeeping Fees | $17,938 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,195 | $105,173-62.7% | $87,102-55.0% | $77,775-49.6% |
| Participation rate | 92.2% | 85.8%+6.4pp | 76.9%+15.3pp | 73.2%+19.0pp |
| Annual return | 15.71% | 24.52%-8.8pp | 28.19%-12.5pp | 32.58%-16.9pp |
| Employer contribution / active EE | $4,137 | $2,890+43.1% | $2,521+64.1% | $2,504+65.2% |
| Participant deferral / active EE | $0 | $5,048-100.0% | $4,048-100.0% | $3,966-100.0% |
| Admin fee / account holder | $35 | $105-67.0% | $7,493-99.5% | $100-65.5% |